401k Plan data: THE HEFFNER AGENCY, INC. PROFIT SHARING PLAN plan

THE HEFFNER AGENCY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE HEFFNER AGENCY, INC. PROFIT SHARING PLAN
Plan identification number	002

THE HEFFNER AGENCY, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE HEFFNER AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE HEFFNER AGENCY, INC.

Employer identification number (EIN): 135136322

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about THE HEFFNER AGENCY, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1940-11-25

Company Identification Number: 52797

Legal Registered Office Address: ROBERT J PFEFFER
110 WILLIAM ST
NEW YORK
United States of America (USA)
10038

More information about THE HEFFNER AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEFFNER AGENCY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 TIMOTHY LAMB 2024-06-20 TIMOTHY LAMB 2024-06-20
002 2022-01-01 TIMOTHY LAMB 2023-05-31 TIMOTHY LAMB 2023-05-31
002 2021-01-01 TIMOTHY LAMB 2022-09-28 TIMOTHY LAMB 2022-09-28
002 2020-01-01 TIMOTHY LAMB 2021-05-10 TIMOTHY LAMB 2021-05-10
002 2019-01-01 TIMOTHY LAMB 2020-06-08 TIMOTHY LAMB 2020-06-08
002 2018-01-01 TIMOTHY LAMB 2019-09-03 TIMOTHY LAMB 2019-09-03
002 2017-01-01 EARL LAMB 2018-08-06 EARL LAMB 2018-08-06
002 2016-01-01 EARL LAMB 2017-07-06 EARL LAMB 2017-07-06
002 2015-01-01 EARL LAMB 2016-09-06 EARL LAMB 2016-09-06
002 2014-01-01 EARL LAMB 2015-09-08 EARL LAMB 2015-09-08
002 2013-01-01 EARL LAMB 2014-07-22 EARL LAMB 2014-07-22
002 2012-01-01 EARL LAMB 2013-07-29 EARL LAMB 2013-07-29
002 2011-01-01 EARL LAMB 2012-08-01 EARL LAMB 2012-08-01
002 2010-01-01 EARL LAMB 2011-07-26 EARL LAMB 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	TIMOTHY LAMB	2024-06-20	TIMOTHY LAMB	2024-06-20
002	2022-01-01	TIMOTHY LAMB	2023-05-31	TIMOTHY LAMB	2023-05-31
002	2021-01-01	TIMOTHY LAMB	2022-09-28	TIMOTHY LAMB	2022-09-28
002	2020-01-01	TIMOTHY LAMB	2021-05-10	TIMOTHY LAMB	2021-05-10
002	2019-01-01	TIMOTHY LAMB	2020-06-08	TIMOTHY LAMB	2020-06-08
002	2018-01-01	TIMOTHY LAMB	2019-09-03	TIMOTHY LAMB	2019-09-03
002	2017-01-01	EARL LAMB	2018-08-06	EARL LAMB	2018-08-06
002	2016-01-01	EARL LAMB	2017-07-06	EARL LAMB	2017-07-06
002	2015-01-01	EARL LAMB	2016-09-06	EARL LAMB	2016-09-06
002	2014-01-01	EARL LAMB	2015-09-08	EARL LAMB	2015-09-08
002	2013-01-01	EARL LAMB	2014-07-22	EARL LAMB	2014-07-22
002	2012-01-01	EARL LAMB	2013-07-29	EARL LAMB	2013-07-29
002	2011-01-01	EARL LAMB	2012-08-01	EARL LAMB	2012-08-01
002	2010-01-01	EARL LAMB	2011-07-26	EARL LAMB	2011-07-26

Financial Data on THE HEFFNER AGENCY, INC. PROFIT SHARING PLAN

Measure	Date	Value
2025 : THE HEFFNER AGENCY, INC. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-04-28	0
Total liabilities as of the end of the plan year	2025-04-28	0
Total liabilities as of the beginning of the plan year	2025-04-28	0
Total expenses incurred by plan in this plan year	2025-04-28	1853328
Net assets as of the end of the plan year	2025-04-28	16263826
Total assets as of the beginning of the plan year	2025-04-28	16119021
Value of plan covered by a fidelity bond	2025-04-28	500000
Participant contributions to plan in this plan year	2025-04-28	213652
Value of participant loans at end of plan year	2025-04-28	34806
Other expenses paid from plan in this plan year	2025-04-28	0
Other contributions to plan in this plan year	2025-04-28	0
Other income to plan in this plan year	2025-04-28	1615883
Plan net income in this plan year	2025-04-28	144805
Net assets as of the end of the plan year	2025-04-28	16263826
Net assets as of the beginning of the plan year	2025-04-28	16119021
Employer contributions to plan in this plan year	2025-04-28	168598
Fees paid to broker by Benefit Provider	2025-04-28	16245
Expensese paid to adminstrative service provicers from plan in this plan year	2025-04-28	44445
2024 : THE HEFFNER AGENCY, INC. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-06-20	0
Total liabilities as of the end of the plan year	2024-06-20	0
Total liabilities as of the beginning of the plan year	2024-06-20	0
Total expenses incurred by plan in this plan year	2024-06-20	477152
Net assets as of the end of the plan year	2024-06-20	16119021
Total assets as of the beginning of the plan year	2024-06-20	14589460
Value of plan covered by a fidelity bond	2024-06-20	500000
Participant contributions to plan in this plan year	2024-06-20	213157
Value of participant loans at end of plan year	2024-06-20	50140
Other expenses paid from plan in this plan year	2024-06-20	0
Other contributions to plan in this plan year	2024-06-20	0
Other income to plan in this plan year	2024-06-20	1454796
Plan net income in this plan year	2024-06-20	1529561
Net assets as of the end of the plan year	2024-06-20	16119021
Net assets as of the beginning of the plan year	2024-06-20	14589460
Employer contributions to plan in this plan year	2024-06-20	338760
Fees paid to broker by Benefit Provider	2024-06-20	15305
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-20	42040
2022 : THE HEFFNER AGENCY, INC. PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-09-28	0
Total liabilities as of the end of the plan year	2022-09-28	0
Total liabilities as of the beginning of the plan year	2022-09-28	0
Total expenses incurred by plan in this plan year	2022-09-28	614048
Net assets as of the end of the plan year	2022-09-28	16852830
Total assets as of the beginning of the plan year	2022-09-28	14703996
Value of plan covered by a fidelity bond	2022-09-28	500000
Participant contributions to plan in this plan year	2022-09-28	193236
Value of participant loans at end of plan year	2022-09-28	45086
Other expenses paid from plan in this plan year	2022-09-28	0
Other contributions to plan in this plan year	2022-09-28	0
Other income to plan in this plan year	2022-09-28	2459010
Plan net income in this plan year	2022-09-28	2148834
Net assets as of the end of the plan year	2022-09-28	16852830
Net assets as of the beginning of the plan year	2022-09-28	14703996
Employer contributions to plan in this plan year	2022-09-28	110636
Fees paid to broker by Benefit Provider	2022-09-28	14702
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-28	48372

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Company Name:	THE HEFFNER AGENCY, INC.
Employer identification number (EIN):	135136322
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1940-11-25
Company Identification Number:	52797
Legal Registered Office Address:	ROBERT J PFEFFER 110 WILLIAM ST NEW YORK United States of America (USA) 10038