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RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameRICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN
Plan identification number 001

RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

RICHARD HENNESSY INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:RICHARD HENNESSY INSURANCE AGENCY, INC.
Employer identification number (EIN):262401369
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about RICHARD HENNESSY INSURANCE AGENCY, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2008-04-09
Company Identification Number: 51192293
Legal Registered Office Address: 6335A SW CAPITOL HWY

PORTLAND
United States of America (USA)
97239

More information about RICHARD HENNESSY INSURANCE AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01RICHARD HENNESSY2021-06-25
0012019-01-01RICHARD HENNESSY2020-06-04 RICHARD HENNESSY2020-06-04
0012018-01-01RICHARD HENNESSY2019-06-05
0012017-01-01RICHARD HENNESSY2018-06-12
0012017-01-01RICHARD HENNESSY2018-06-12
0012016-01-01RICHARD HENNESSY
0012015-01-01RICHARD HENNESSY
0012014-01-01RICHARD HENNESSY
0012013-01-01RICHARD HENNESSY RICHARD HENNESSY2014-06-16
0012012-01-01RICHARD HENNESSY RICHARD HENNESSY2013-06-12
0012011-01-01RICHARD HENNESSY RICHARD HENNESSY2012-06-04

Financial Data on RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-055121
Net assets as of the end of the plan year2022-10-05900520
Total assets as of the beginning of the plan year2022-10-05856698
Value of plan covered by a fidelity bond2022-10-05265000
Other income to plan in this plan year2022-10-0546543
Plan net income in this plan year2022-10-0543822
Net assets as of the end of the plan year2022-10-05900520
Net assets as of the beginning of the plan year2022-10-05856698
Employer contributions to plan in this plan year2022-10-052400
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-053711
2016 : RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$70,057
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$642,281
Total plan assets at beginning of year2016-12-31$572,224
Value of fidelity bond covering the plan2016-12-31$265,000
Other income received2016-12-31$62,857
Net income (gross income less expenses)2016-12-31$70,057
Net plan assets at end of year (total assets less liabilities)2016-12-31$642,281
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$572,224
Total contributions received or receivable from employer(s)2016-12-31$7,200
2015 : RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$30,857
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$572,224
Total plan assets at beginning of year2015-12-31$541,367
Value of fidelity bond covering the plan2015-12-31$265,000
Other income received2015-12-31$2,657
Net income (gross income less expenses)2015-12-31$30,857
Net plan assets at end of year (total assets less liabilities)2015-12-31$572,224
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$541,367
Assets. Value of real-estate (other than employer real property)2015-12-31$194,153
Total contributions received or receivable from employer(s)2015-12-31$28,200
2014 : RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$17,587
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$541,367
Total plan assets at beginning of year2014-12-31$523,780
Value of fidelity bond covering the plan2014-12-31$265,000
Other income received2014-12-31$4,487
Net income (gross income less expenses)2014-12-31$17,587
Net plan assets at end of year (total assets less liabilities)2014-12-31$541,367
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$523,780
Assets. Value of real-estate (other than employer real property)2014-12-31$194,153
Total contributions received or receivable from employer(s)2014-12-31$13,100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$13,373
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$523,780
Total plan assets at beginning of year2013-12-31$510,407
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$-3,027
Net income (gross income less expenses)2013-12-31$13,373
Net plan assets at end of year (total assets less liabilities)2013-12-31$523,780
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$510,407
Total contributions received or receivable from employer(s)2013-12-31$16,400
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$11,980
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$510,407
Total plan assets at beginning of year2012-12-31$498,427
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$3,580
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$11,980
Net plan assets at end of year (total assets less liabilities)2012-12-31$510,407
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$498,427
Total contributions received or receivable from employer(s)2012-12-31$8,400
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$20,975
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$498,427
Total plan assets at beginning of year2011-12-31$477,452
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$8,575
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$20,975
Net plan assets at end of year (total assets less liabilities)2011-12-31$498,427
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$477,452
Total contributions received or receivable from employer(s)2011-12-31$12,400
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$13,625
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$477,452
Total plan assets at beginning of year2010-12-31$463,827
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$5,225
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$13,625
Net plan assets at end of year (total assets less liabilities)2010-12-31$477,452
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$463,827
Total contributions received or receivable from employer(s)2010-12-31$8,400
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN

2016: RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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