| Plan Name | RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | RICHARD HENNESSY | 2021-06-25 | ||
| 001 | 2019-01-01 | RICHARD HENNESSY | 2020-06-04 | RICHARD HENNESSY | 2020-06-04 |
| 001 | 2018-01-01 | RICHARD HENNESSY | 2019-06-05 | ||
| 001 | 2017-01-01 | RICHARD HENNESSY | 2018-06-12 | ||
| 001 | 2017-01-01 | RICHARD HENNESSY | 2018-06-12 | ||
| 001 | 2016-01-01 | RICHARD HENNESSY | |||
| 001 | 2015-01-01 | RICHARD HENNESSY | |||
| 001 | 2014-01-01 | RICHARD HENNESSY | |||
| 001 | 2013-01-01 | RICHARD HENNESSY | RICHARD HENNESSY | 2014-06-16 | |
| 001 | 2012-01-01 | RICHARD HENNESSY | RICHARD HENNESSY | 2013-06-12 | |
| 001 | 2011-01-01 | RICHARD HENNESSY | RICHARD HENNESSY | 2012-06-04 |
| Measure | Date | Value |
|---|---|---|
| 2022 : RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-10-05 | 5121 |
| Net assets as of the end of the plan year | 2022-10-05 | 900520 |
| Total assets as of the beginning of the plan year | 2022-10-05 | 856698 |
| Value of plan covered by a fidelity bond | 2022-10-05 | 265000 |
| Other income to plan in this plan year | 2022-10-05 | 46543 |
| Plan net income in this plan year | 2022-10-05 | 43822 |
| Net assets as of the end of the plan year | 2022-10-05 | 900520 |
| Net assets as of the beginning of the plan year | 2022-10-05 | 856698 |
| Employer contributions to plan in this plan year | 2022-10-05 | 2400 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-05 | 3711 |
| 2016 : RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $70,057 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $642,281 |
| Total plan assets at beginning of year | 2016-12-31 | $572,224 |
| Value of fidelity bond covering the plan | 2016-12-31 | $265,000 |
| Other income received | 2016-12-31 | $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 year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $30,857 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $572,224 |
| Total plan assets at beginning of year | 2015-12-31 | $541,367 |
| Value of fidelity bond covering the plan | 2015-12-31 | $265,000 |
| Other income received | 2015-12-31 | $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 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 | $17,587 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $541,367 |
| Total plan assets at beginning of year | 2014-12-31 | $523,780 |
| Value of fidelity bond covering the plan | 2014-12-31 | $265,000 |
| Other income received | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
| 2013 : RICHARD HENNESSY INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2013 401k financial data | ||
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $13,373 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $523,780 |
| Total plan assets at beginning of year | 2013-12-31 | $510,407 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $-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 loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $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 plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $11,980 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $510,407 |
| Total plan assets at beginning of year | 2012-12-31 | $498,427 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $3,580 |
| Noncash contributions received | 2012-12-31 | $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 loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $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 plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $20,975 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $498,427 |
| Total plan assets at beginning of year | 2011-12-31 | $477,452 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $8,575 |
| Noncash contributions received | 2011-12-31 | $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 loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $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 plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $13,625 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $477,452 |
| Total plan assets at beginning of year | 2010-12-31 | $463,827 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $5,225 |
| Noncash contributions received | 2010-12-31 | $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 loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2016: RICHARD HENNESSY INSURANCE AGENCY, INC. 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: RICHARD HENNESSY INSURANCE AGENCY, INC. 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: RICHARD HENNESSY INSURANCE AGENCY, INC. 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: RICHARD HENNESSY INSURANCE AGENCY, INC. 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: RICHARD HENNESSY INSURANCE AGENCY, INC. 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: RICHARD HENNESSY INSURANCE AGENCY, INC. 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 |