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| Plan Name | ROBERT HENSLEY & ASSOCIATES, LLC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ROBERT HENSLEY & ASSOCIATES, LLC |
| Employer identification number (EIN): | 061322291 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | ROBERT S. HENSLEY | 2013-04-01 | ROBERT S. HENSLEY | 2013-04-01 |
| 001 | 2011-01-01 | ROBERT S. HENSLEY | 2012-05-07 | ROBERT S. HENSLEY | 2012-05-07 |
| 001 | 2010-01-01 | ROBERT S. HENSLEY | 2011-05-18 | ROBERT S. HENSLEY | 2011-05-18 |
| 001 | 2009-01-01 | ROBERT S. HENSLEY | ROBERT S. HENSLEY | 2010-09-01 |
| Measure | Date | Value |
|---|---|---|
| 2024: ROBERT HENSLEY & ASSOCIATES, LLC 401(K) PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-06-20 | 10 |
| Total number of particpants at end of year | 2024-06-20 | 10 |
| Number of Participants With Account Balances | 2024-06-20 | 10 |
| 2009: ROBERT HENSLEY & ASSOCIATES, LLC 401(K) PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 11 |
| Total participants | 2009-01-01 | 11 |
| Number of participants with account balances | 2009-01-01 | 11 |
| Measure | Date | Value |
|---|---|---|
| 2024 : ROBERT HENSLEY & ASSOCIATES, LLC 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-06-20 | 28239 |
| Net assets as of the end of the plan year | 2024-06-20 | 1712171 |
| Total assets as of the beginning of the plan year | 2024-06-20 | 1420823 |
| Value of plan covered by a fidelity bond | 2024-06-20 | 180000 |
| Participant contributions to plan in this plan year | 2024-06-20 | 89334 |
| Value of participant loans at end of plan year | 2024-06-20 | 12168 |
| Other contributions to plan in this plan year | 2024-06-20 | 214945 |
| Plan net income in this plan year | 2024-06-20 | 291348 |
| Net assets as of the end of the plan year | 2024-06-20 | 1712171 |
| Net assets as of the beginning of the plan year | 2024-06-20 | 1420823 |
| Employer contributions to plan in this plan year | 2024-06-20 | 15308 |
| Fees paid to broker by Benefit Provider | 2024-06-20 | 843 |
| 2009: ROBERT HENSLEY & ASSOCIATES, LLC 401(K) PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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