Original filing (PDF)20231013154511NAL0033756257001

Shively Insurance Agency, Inc. DBA Glenn E. Martin Insurance

Name: Shively Insurance Agency, Inc. DBA Glenn E. Martin Insurance — Form 5500 Plan 001 (2022)
Creator: Shively Insurance Agency, Inc. DBA Glenn E. Martin Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Glenn E. Martin Insurance 401(k) Plan

401(k) retirement plan · Shively Insurance Agency, Inc. DBA Glenn E. Martin Insurance's Glenn E. Martin Insurance 401(k) Plan reported $630K in plan assets in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$630K

Net assets (EOY)

$630K

Plan identifiers

Shively Insurance Agency, Inc. DBA Glenn E. Martin Insurance's EIN is 61-0701218.

EIN 61-0701218

Plan number 001

Plan year 2022

ACK ID 20231013154511NAL0033756257001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Shively Insurance Agency, Inc. DBA Glenn E. Martin Insurance from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Shively Insurance Agency, Inc. DBA Glenn E. Martin Insurance's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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.

Finding similar companies…

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