401k Plan data: T ROWE PRICE TR CO HENKE INS PSPL plan

T ROWE PRICE TR CO HENKE INS PSPL 401k Plan overview

Plan Name	T ROWE PRICE TR CO HENKE INS PSPL
Plan identification number	001

T ROWE PRICE TR CO HENKE INS PSPL Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: HENKE INSURANCE AGENCY, INC.

Employer identification number (EIN): 270008412

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about HENKE INSURANCE AGENCY, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2002-03-11

Company Identification Number: 2740665

Legal Registered Office Address: 29 EAST MARKET STREET
Dutchess
RED HOOK
United States of America (USA)
12571

More information about HENKE INSURANCE AGENCY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan T ROWE PRICE TR CO HENKE INS PSPL

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 EDWIN HENKE 2023-06-14
001 2021-01-01 EDWIN HENKE 2022-07-11
001 2020-01-01 EDWIN HENKE 2021-06-30
001 2019-01-01 EDWIN HENKE 2020-06-30
001 2018-01-01 EDWIN HENKE 2019-08-01
001 2017-01-01 EDWIN HENKE 2018-07-11
001 2016-02-01 EDWIN HENKE 2017-07-11
001 2015-02-01 EDWIN D. HENKE EDWIN D. HENKE 2016-05-12
001 2014-02-01 EDWIN D. HENKE EDWIN D. HENKE 2015-05-18
001 2013-02-01 EDWIN D. HENKE EDWIN D. HENKE 2014-05-29
001 2012-02-01 EDWIN D. HENKE EDWIN D. HENKE 2013-05-08
001 2011-02-01 EDWIN D. HENKE EDWIN D. HENKE 2012-06-20
001 2009-02-01 EDWIN D. HENKE EDWIN D. HENKE 2010-06-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	EDWIN HENKE	2023-06-14
001	2021-01-01	EDWIN HENKE	2022-07-11
001	2020-01-01	EDWIN HENKE	2021-06-30
001	2019-01-01	EDWIN HENKE	2020-06-30
001	2018-01-01	EDWIN HENKE	2019-08-01
001	2017-01-01	EDWIN HENKE	2018-07-11
001	2016-02-01	EDWIN HENKE	2017-07-11
001	2015-02-01	EDWIN D. HENKE		EDWIN D. HENKE	2016-05-12
001	2014-02-01	EDWIN D. HENKE		EDWIN D. HENKE	2015-05-18
001	2013-02-01	EDWIN D. HENKE		EDWIN D. HENKE	2014-05-29
001	2012-02-01	EDWIN D. HENKE		EDWIN D. HENKE	2013-05-08
001	2011-02-01	EDWIN D. HENKE		EDWIN D. HENKE	2012-06-20
001	2009-02-01	EDWIN D. HENKE		EDWIN D. HENKE	2010-06-03

Plan Statistics for T ROWE PRICE TR CO HENKE INS PSPL

401k plan membership statisitcs for T ROWE PRICE TR CO HENKE INS PSPL

Measure Date Value
2015: T ROWE PRICE TR CO HENKE INS PSPL 2015 401k membership
Total participants, beginning-of-year 2015-02-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 5
Number of retired or separated participants receiving benefits 2015-02-01 0
Number of other retired or separated participants entitled to future benefits 2015-02-01 0
Total of all active and inactive participants 2015-02-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 0
Total participants 2015-02-01 5
Number of participants with account balances 2015-02-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 0
2014: T ROWE PRICE TR CO HENKE INS PSPL 2014 401k membership
Total participants, beginning-of-year 2014-02-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 0
Number of retired or separated participants receiving benefits 2014-02-01 0
Number of other retired or separated participants entitled to future benefits 2014-02-01 0
Total of all active and inactive participants 2014-02-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 0
Total participants 2014-02-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 0
2013: T ROWE PRICE TR CO HENKE INS PSPL 2013 401k membership
Total participants, beginning-of-year 2013-02-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 6
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 0
Total of all active and inactive participants 2013-02-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 6
Number of participants with account balances 2013-02-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: T ROWE PRICE TR CO HENKE INS PSPL 2012 401k membership
Total participants, beginning-of-year 2012-02-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 6
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 0
Total of all active and inactive participants 2012-02-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 6
Number of participants with account balances 2012-02-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: T ROWE PRICE TR CO HENKE INS PSPL 2011 401k membership
Total participants, beginning-of-year 2011-02-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 6
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 0
Total of all active and inactive participants 2011-02-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 6
Number of participants with account balances 2011-02-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0
2009: T ROWE PRICE TR CO HENKE INS PSPL 2009 401k membership
Total participants, beginning-of-year 2009-02-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 6
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 0
Total of all active and inactive participants 2009-02-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 6
Number of participants with account balances 2009-02-01 6

Measure	Date	Value
2015: T ROWE PRICE TR CO HENKE INS PSPL 2015 401k membership
Total participants, beginning-of-year	2015-02-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	5
Number of retired or separated participants receiving benefits	2015-02-01	0
Number of other retired or separated participants entitled to future benefits	2015-02-01	0
Total of all active and inactive participants	2015-02-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	0
Total participants	2015-02-01	5
Number of participants with account balances	2015-02-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	0
2014: T ROWE PRICE TR CO HENKE INS PSPL 2014 401k membership
Total participants, beginning-of-year	2014-02-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	0
Number of retired or separated participants receiving benefits	2014-02-01	0
Number of other retired or separated participants entitled to future benefits	2014-02-01	0
Total of all active and inactive participants	2014-02-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	0
Total participants	2014-02-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	0
2013: T ROWE PRICE TR CO HENKE INS PSPL 2013 401k membership
Total participants, beginning-of-year	2013-02-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	6
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	0
Total of all active and inactive participants	2013-02-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	6
Number of participants with account balances	2013-02-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: T ROWE PRICE TR CO HENKE INS PSPL 2012 401k membership
Total participants, beginning-of-year	2012-02-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	6
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	0
Total of all active and inactive participants	2012-02-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	6
Number of participants with account balances	2012-02-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: T ROWE PRICE TR CO HENKE INS PSPL 2011 401k membership
Total participants, beginning-of-year	2011-02-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	6
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	0
Total of all active and inactive participants	2011-02-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	6
Number of participants with account balances	2011-02-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0
2009: T ROWE PRICE TR CO HENKE INS PSPL 2009 401k membership
Total participants, beginning-of-year	2009-02-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	6
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	0
Total of all active and inactive participants	2009-02-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	6
Number of participants with account balances	2009-02-01	6

Financial Data on T ROWE PRICE TR CO HENKE INS PSPL

Measure	Date	Value
2016 : T ROWE PRICE TR CO HENKE INS PSPL 2016 401k financial data
Transfers to/from the plan	2016-01-31	$-226,499
Total income from all sources	2016-01-31	$93,405
Total plan assets at end of year	2016-01-31	$3,118,381
Total plan assets at beginning of year	2016-01-31	$3,251,475
Other income received	2016-01-31	$-645
Net income (gross income less expenses)	2016-01-31	$93,405
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$3,118,381
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$3,251,475
Total contributions received or receivable from employer(s)	2016-01-31	$94,050
2015 : T ROWE PRICE TR CO HENKE INS PSPL 2015 401k financial data
Total income from all sources	2015-01-31	$694,623
Total plan assets at end of year	2015-01-31	$3,251,475
Total plan assets at beginning of year	2015-01-31	$2,556,852
Other income received	2015-01-31	$587,327
Net income (gross income less expenses)	2015-01-31	$694,623
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$3,251,475
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$2,556,852
Total contributions received or receivable from employer(s)	2015-01-31	$107,296
2014 : T ROWE PRICE TR CO HENKE INS PSPL 2014 401k financial data
Total income from all sources	2014-01-31	$366,235
Total plan assets at end of year	2014-01-31	$2,556,852
Total plan assets at beginning of year	2014-01-31	$2,190,617
Other income received	2014-01-31	$284,014
Net income (gross income less expenses)	2014-01-31	$366,235
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$2,556,852
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$2,190,617
Total contributions received or receivable from employer(s)	2014-01-31	$82,221
2013 : T ROWE PRICE TR CO HENKE INS PSPL 2013 401k financial data
Total income from all sources	2013-01-31	$225,977
Total plan assets at end of year	2013-01-31	$2,190,617
Total plan assets at beginning of year	2013-01-31	$1,964,640
Other income received	2013-01-31	$145,287
Net income (gross income less expenses)	2013-01-31	$225,977
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$2,190,617
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$1,964,640
Total contributions received or receivable from employer(s)	2013-01-31	$80,690
2012 : T ROWE PRICE TR CO HENKE INS PSPL 2012 401k financial data
Total income from all sources	2012-01-31	$70,234
Total plan assets at end of year	2012-01-31	$1,964,640
Total plan assets at beginning of year	2012-01-31	$1,894,406
Other income received	2012-01-31	$-9,356
Net income (gross income less expenses)	2012-01-31	$70,234
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$1,964,640
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$1,894,406
Total contributions received or receivable from employer(s)	2012-01-31	$79,590
2011 : T ROWE PRICE TR CO HENKE INS PSPL 2011 401k financial data
Total income from all sources	2011-01-31	$223,227
Expenses. Total of all expenses incurred	2011-01-31	$180
Total plan assets at end of year	2011-01-31	$1,894,406
Total plan assets at beginning of year	2011-01-31	$1,671,359
Other income received	2011-01-31	$144,706
Net income (gross income less expenses)	2011-01-31	$223,047
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$1,894,406
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$1,671,359
Total contributions received or receivable from employer(s)	2011-01-31	$78,521
Expenses. Administrative service providers (salaries,fees and commissions)	2011-01-31	$180

Form 5500 Responses for T ROWE PRICE TR CO HENKE INS PSPL

2015: T ROWE PRICE TR CO HENKE INS PSPL 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: T ROWE PRICE TR CO HENKE INS PSPL 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: T ROWE PRICE TR CO HENKE INS PSPL 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: T ROWE PRICE TR CO HENKE INS PSPL 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: T ROWE PRICE TR CO HENKE INS PSPL 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2009: T ROWE PRICE TR CO HENKE INS PSPL 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HENKE INSURANCE AGENCY, INC.
Employer identification number (EIN):	270008412
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2002-03-11
Company Identification Number:	2740665
Legal Registered Office Address:	29 EAST MARKET STREET Dutchess RED HOOK United States of America (USA) 12571