OpenERISAForm 5500 plan search

Holden Insurance Agency, INC.

Superior, WI, 54880

EIN 39-0849775

Plans: 2
Total participants: 390
Filing years: 2024, 2023, 2022, 2021, 2020
NAICS: 524210

Plan sponsors in Wisconsin Finance & Insurance

Benefit plans on file

Year	Form	Plan #	Plan name	Participants
2024	Form 5500	003	Holden Insurance Agency, INC. Employee Stock Ownership Plan And Trust	45
2024	Form 5500-SF	004	Holden Insurance Agency, INC. 401(K) Profit Sharing Plan	37
2023	Form 5500	003	Holden Insurance Agency, INC. Employee Stock Ownership Plan And Trust	42
2023	Form 5500-SF	004	Holden Insurance Agency, INC. 401(K) Profit Sharing Plan	39
2022	Form 5500	003	Holden Insurance Agency, INC. Employee Stock Ownership Plan And Trust	41
2022	Form 5500-SF	004	Holden Insurance Agency, INC. 401(K) Profit Sharing Plan	35
2021	Form 5500	003	Holden Insurance Agency, INC. Employee Stock Ownership Plan And Trust	41
2021	Form 5500-SF	004	Holden Insurance Agency, INC. 401(K) Profit Sharing Plan	32
2020	Form 5500	003	Holden Insurance Agency, INC. Employee Stock Ownership Plan And Trust	40
2020	Form 5500-SF	004	Holden Insurance Agency, INC. 401(K) Profit Sharing Plan	38

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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