Original filing (PDF)20230710140902NAL0013049155001

PEEL & HOLLAND INC.

Name: PEEL & HOLLAND INC. — PEEL & HOLLAND, INC. 401(K) RETIREMENT PLAN, Form 5500 (2022)
Creator: PEEL & HOLLAND INC.

Form 5500-SF

FILING_RECEIVED

PEEL & HOLLAND, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEEL & HOLLAND INC..

Plan sponsor

Name

PEEL & HOLLAND INC.

EIN

61-0712808all filings

Address

1120 MAIN STREET · BENTON, KY · 42025

Phone

(270) 527-6105

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

MODERN BENEFITS LLC

MODERN BENEFITS LLC 401K PROFIT SHARING PLAN

HUDSPETH & ASSOCIATES, INC.

HUDSPETH & ASSOCIATES, INC. 401(K) PLAN

NEVAEH INS SOLUTIONS

NEVAEH INS SOLUTIONS SOCA BENEFIT PLAN

CALUSA SOLUTIONS, INC.

CALUSA SOLUTIONS INC 401(K) PLAN

WEXFORD INSURANCE, LLC

WEXFORD INSURANCE 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.