Original filing (PDF)20250714132723NAL0000907395001

BOHAN AGENCY, INC.

Name: BOHAN AGENCY, INC. — BOHAN AGENCY, INC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BOHAN AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

BOHAN AGENCY, INC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOHAN AGENCY, INC..

Plan sponsor

Name

BOHAN AGENCY, INC.

EIN

62-1412931

Address

124 12TH AVENUE SOUTH STE 210 · NASHVILLE, TN · 37203

Phone

(615) 327-1189

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

QUAKER CITY MERCANTILE

QUAKER CITY MERCANTILE PROFIT SHARING PLAN

$6.2M · 68 participants

DAVIS HARRISON DION, INC.

DAVIS HARRISON DION, INC. PROFIT SHARING PLAN

$6.2M · 14 participants

NEXT AFTER LLC

NEXT AFTER LLC 401(K) PLAN

$6.2M · 34 participants

MOTIVE CREATIVE, LLC

MOTIVE CREATIVE, LLC 401(K) PROFIT SHARING PLAN

$6.2M · 26 participants

KIOSK CREATIVE LLC

$6.2M · 44 participants