401k Plan data: JAMES E. HALL, CLU, LTD 401(K) PLAN plan

JAMES E. HALL, CLU, LTD 401(K) PLAN 401k Plan overview

Plan Name	JAMES E. HALL, CLU, LTD 401(K) PLAN
Plan identification number	002

JAMES E. HALL, CLU, LTD 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

JAMES E. HALL, CLU, LTD has sponsored the creation of one or more 401k plans.

Company Name: JAMES E. HALL, CLU, LTD

Employer identification number (EIN): 251541312

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES E. HALL, CLU, LTD 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 RICHARD A. REGNA 2015-09-11
002 2013-01-01 RICHARD A. REGNA 2014-09-08
002 2012-01-01 RICHARD A. REGNA 2013-09-24
002 2011-01-01 RICHARD REGNA 2012-09-26 RICHARD REGNA 2012-09-26
002 2010-01-01 RICHARD REGNA 2011-07-08 RICHARD REGNA 2011-07-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	RICHARD A. REGNA	2015-09-11
002	2013-01-01	RICHARD A. REGNA	2014-09-08
002	2012-01-01	RICHARD A. REGNA	2013-09-24
002	2011-01-01	RICHARD REGNA	2012-09-26	RICHARD REGNA	2012-09-26
002	2010-01-01	RICHARD REGNA	2011-07-08	RICHARD REGNA	2011-07-08

Financial Data on JAMES E. HALL, CLU, LTD 401(K) PLAN

Measure	Date	Value
2025 : JAMES E. HALL, CLU, LTD 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-22	3366
Net assets as of the end of the plan year	2025-10-22	424443
Total assets as of the beginning of the plan year	2025-10-22	365007
Other income to plan in this plan year	2025-10-22	62802
Plan net income in this plan year	2025-10-22	59436
Net assets as of the end of the plan year	2025-10-22	424443
Net assets as of the beginning of the plan year	2025-10-22	365007
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-22	3366

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Company Name:	JAMES E. HALL, CLU, LTD
Employer identification number (EIN):	251541312
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages