How big is Bob Hart Insurance, Inc.'s plan?

Bob Hart Insurance, Inc.'s plan reported $6.2M in assets and 28 participants for 2024.

Original filing (PDF)20250819154904NAL0001220995001

Bob Hart Insurance, Inc.

Name: Bob Hart Insurance, Inc. — Bob Hart Insurance, Inc., Form 5500 (2024)
Creator: Bob Hart Insurance, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bob Hart Insurance, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Bob Hart Insurance, Inc.'s Bob Hart Insurance, Inc. Profit Sharing Plan held $6.2M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan identifiers

Bob Hart Insurance, Inc.'s EIN is 93-0519035.

EIN 93-0519035

Plan number 002

Plan year 2024

ACK ID 20250819154904NAL0001220995001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bob Hart Insurance, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bob Hart Insurance, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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