Original filing (PDF)20231013154511NAL0033756257001

SHIVELY INSURANCE AGENCY, INC. DBA GLENN E. MARTIN INSURANCE

Name: SHIVELY INSURANCE AGENCY, INC. DBA GLENN E. MARTIN INSURANCE — GLENN E. MARTIN INSURANCE 401(K) PLAN, Form 5500 (2022)
Creator: SHIVELY INSURANCE AGENCY, INC. DBA GLENN E. MARTIN INSURANCE

Form 5500-SF

FILING_RECEIVED

GLENN E. MARTIN INSURANCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$630K

Net assets (EOY)

$630K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHIVELY INSURANCE AGENCY, INC. DBA GLENN E. MARTIN INSURANCE.

Plan sponsor

Name

SHIVELY INSURANCE AGENCY, INC. DBA GLENN E. MARTIN INSURANCE

EIN

61-0701218

Address

10226 SHELBYVILLE ROAD · LOUISVILLE, KY · 40223

Phone

(502) 245-8870

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator