401k Plan data: THE HODGES GROUP CASH BALANCE PLAN plan

THE HODGES GROUP CASH BALANCE PLAN 401k Plan overview

Plan Name	THE HODGES GROUP CASH BALANCE PLAN
Plan identification number	002

THE HODGES GROUP CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE HODGES GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE HODGES GROUP, INC.

Employer identification number (EIN): 232806372

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about THE HODGES GROUP, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1998-05-27

Company Identification Number: P98000048361

Legal Registered Office Address: 12460 Woodtimber Lane

Fort Myers

33913

More information about THE HODGES GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HODGES GROUP CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01

Financial Data on THE HODGES GROUP CASH BALANCE PLAN

Measure	Date	Value
2024 : THE HODGES GROUP CASH BALANCE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-03-29	767600
Net assets as of the end of the plan year	2024-03-29	0
Total assets as of the beginning of the plan year	2024-03-29	706838
Value of plan covered by a fidelity bond	2024-03-29	300000
Other income to plan in this plan year	2024-03-29	60762
Plan net income in this plan year	2024-03-29	-706838
Net assets as of the end of the plan year	2024-03-29	0
Net assets as of the beginning of the plan year	2024-03-29	706838
Expensese paid to adminstrative service provicers from plan in this plan year	2024-03-29	2150
2022 : THE HODGES GROUP CASH BALANCE PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-10-10	2636
Net assets as of the end of the plan year	2022-10-10	799329
Total assets as of the beginning of the plan year	2022-10-10	587886
Value of plan covered by a fidelity bond	2022-10-10	300000
Other income to plan in this plan year	2022-10-10	36753
Plan net income in this plan year	2022-10-10	211443
Net assets as of the end of the plan year	2022-10-10	799329
Net assets as of the beginning of the plan year	2022-10-10	587886
Employer contributions to plan in this plan year	2022-10-10	177326
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-10	2636

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Company Name:	THE HODGES GROUP, INC.
Employer identification number (EIN):	232806372
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1998-05-27
Company Identification Number:	P98000048361
Legal Registered Office Address:	12460 Woodtimber Lane Fort Myers 33913

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01