· 2022–2024 · DOL EFAST2

PAUL HUBERTY INSURANCE AGENCY INC — PAUL HUBERTY INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250708105908NAL0006846432001

PAUL HUBERTY INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

PAUL HUBERTY INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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

76

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

PAUL HUBERTY INSURANCE AGENCY INC

EIN

81-0787909

Address

200 W MAIN ST · PO BOX 97 · LENA, WI · 54139

Phone

(920) 829-5555

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-07-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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