BELL & HUDSON INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Additional information about BELL & HUDSON INSURANCE AGENCY, INC.
Submission information for form 5500 for 401k plan BELL & HUDSON INSURANCE AGENCY, INC. EMPLOYEES 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : BELL & HUDSON INSURANCE AGENCY, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-15 | 186046 |
| Net assets as of the end of the plan year | 2025-10-15 | 3145754 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 2876561 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 200000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 79991 |
| Other expenses paid from plan in this plan year | 2025-10-15 | 0 |
| Other contributions to plan in this plan year | 2025-10-15 | 0 |
| Other income to plan in this plan year | 2025-10-15 | 341962 |
| Plan net income in this plan year | 2025-10-15 | 269193 |
| Net assets as of the end of the plan year | 2025-10-15 | 3145754 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 2876561 |
| Employer contributions to plan in this plan year | 2025-10-15 | 33286 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 300 |
| 2024 : BELL & HUDSON INSURANCE AGENCY, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-04 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-04 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-04 | 177689 |
| Net assets as of the end of the plan year | 2024-09-04 | 2876561 |
| Total assets as of the beginning of the plan year | 2024-09-04 | 2558983 |
| Value of plan covered by a fidelity bond | 2024-09-04 | 255898 |
| Participant contributions to plan in this plan year | 2024-09-04 | 78042 |
| Other expenses paid from plan in this plan year | 2024-09-04 | 0 |
| Other contributions to plan in this plan year | 2024-09-04 | 0 |
| Other income to plan in this plan year | 2024-09-04 | 384582 |
| Plan net income in this plan year | 2024-09-04 | 317578 |
| Net assets as of the end of the plan year | 2024-09-04 | 2876561 |
| Net assets as of the beginning of the plan year | 2024-09-04 | 2558983 |
| Employer contributions to plan in this plan year | 2024-09-04 | 32643 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-04 | 200 |
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