401k Plan data: THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN plan

THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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 HOLEMAN GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE HOLEMAN GROUP, INC.

Employer identification number (EIN): 208687282

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about THE HOLEMAN GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2007-03-21

Company Identification Number: 0800790113

Legal Registered Office Address: 375 MUNICIPAL DR STE 126

RICHARDSON
United States of America (USA)
75080

More information about THE HOLEMAN GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 DAVID HOLEMAN
001 2023-01-01
001 2023-01-01 DAVID HOLEMAN
001 2022-01-01
001 2022-01-01 DAVID HOLEMAN
001 2021-01-01
001 2021-01-01 DAVID HOLEMAN
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 DAVID HOLEMAN
001 2015-01-01 DAVID HOLEMAN
001 2014-01-01 DAVID HOLEMAN
001 2013-01-01 DAVID HOLEMAN
001 2012-01-01 DAVID HOLEMAN
001 2011-01-01 DAVID HOLEMAN

Financial Data on THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$496,475
Expenses. Total of all expenses incurred	2023-12-31	$0
Benefits paid (including direct rollovers)	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$627,511
Total plan assets at beginning of year	2023-12-31	$131,036
Total contributions received or receivable from participants	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$496,475
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$496,475
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$627,511
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$131,036
Assets. Value of employer securities	2023-12-31	$627,379
Total contributions received or receivable from employer(s)	2023-12-31	$0
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-71,002
Expenses. Total of all expenses incurred	2022-12-31	$0
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$131,036
Total plan assets at beginning of year	2022-12-31	$202,038
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-71,002
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-71,002
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$131,036
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$202,038
Assets. Value of employer securities	2022-12-31	$130,910
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$-104,936
Expenses. Total of all expenses incurred	2021-12-31	$0
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$202,038
Total plan assets at beginning of year	2021-12-31	$306,974
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$-104,936
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-104,936
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$202,038
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$306,974
Assets. Value of employer securities	2021-12-31	$201,914
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$0
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$306,974
Total plan assets at beginning of year	2020-12-31	$306,974
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$0
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$306,974
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$306,974
Assets. Value of employer securities	2020-12-31	$306,850
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$-90,913
Expenses. Total of all expenses incurred	2019-12-31	$0
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$306,974
Total plan assets at beginning of year	2019-12-31	$397,887
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$-90,913
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-90,913
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$306,974
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$397,887
Assets. Value of employer securities	2019-12-31	$306,850
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
2018 : THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$167,510
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$397,887
Total plan assets at beginning of year	2018-12-31	$230,377
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$167,510
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$167,510
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$397,887
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$230,377
Assets. Value of employer securities	2018-12-31	$397,765
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2016 : THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$-142,637
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$153,340
Total plan assets at beginning of year	2016-12-31	$295,977
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$-142,637
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-142,637
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$153,340
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$295,977
Assets. Value of employer securities	2016-12-31	$153,221
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$54,625
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$295,977
Total plan assets at beginning of year	2015-12-31	$241,352
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$54,625
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$54,625
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$295,977
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$241,352
Assets. Value of employer securities	2015-12-31	$295,858
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$-12,360
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$241,352
Total plan assets at beginning of year	2014-12-31	$253,712
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-12,360
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-12,360
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$241,352
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$253,712
Assets. Value of employer securities	2014-12-31	$241,233
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-105,407
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$253,712
Total plan assets at beginning of year	2013-12-31	$359,119
Other income received	2013-12-31	$-105,407
Net income (gross income less expenses)	2013-12-31	$-105,407
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$253,712
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$359,119
Assets. Value of employer securities	2013-12-31	$253,592
2012 : THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$133,000
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$359,119
Total plan assets at beginning of year	2012-12-31	$226,119
Other income received	2012-12-31	$133,000
Net income (gross income less expenses)	2012-12-31	$133,000
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$359,119
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$226,119
Assets. Value of employer securities	2012-12-31	$359,000
2011 : THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$114,194
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$226,119
Total plan assets at beginning of year	2011-12-31	$111,925
Other income received	2011-12-31	$114,194
Net income (gross income less expenses)	2011-12-31	$114,194
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$226,119
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$111,925
Assets. Value of employer securities	2011-12-31	$226,000
2010 : THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$-1,118
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$111,925
Total plan assets at beginning of year	2010-12-31	$113,043
Other income received	2010-12-31	$-1,118
Net income (gross income less expenses)	2010-12-31	$-1,118
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$111,925
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$113,043
Assets. Value of employer securities	2010-12-31	$111,806

Form 5500 Responses for THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN

2023: THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE HOLEMAN GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE HOLEMAN GROUP, INC.
Employer identification number (EIN):	208687282
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2007-03-21
Company Identification Number:	0800790113
Legal Registered Office Address:	375 MUNICIPAL DR STE 126 RICHARDSON United States of America (USA) 75080

Plan id#	Filing Submission Date	Name of Administrator
001	2024-01-01	DAVID HOLEMAN
001	2023-01-01
001	2023-01-01	DAVID HOLEMAN
001	2022-01-01
001	2022-01-01	DAVID HOLEMAN
001	2021-01-01
001	2021-01-01	DAVID HOLEMAN
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	DAVID HOLEMAN
001	2015-01-01	DAVID HOLEMAN
001	2014-01-01	DAVID HOLEMAN
001	2013-01-01	DAVID HOLEMAN
001	2012-01-01	DAVID HOLEMAN
001	2011-01-01	DAVID HOLEMAN