HANLEY AND HANLEY INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 33-0773978 | Plan No. 001 ]

Form 5500 records indicate that HANLEY AND HANLEY INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN is a 401(k) plan sponsored by HANLEY AND HANLEY INSURANCE AGENCY, INC.. The plan is classified as a Small Plan with 7 participants and assets totaling $1,729,508 for the 2024 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: HANLEY AND HANLEY INSURANCE AGENCY, INC.

Location: 5520 E. 2ND STREET, SUITE A, LONG BEACH, CA 90803

EIN: 330773978

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 7

Total Assets: $1,729,508

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