| Plan Name | THE HODGES PARTNERSHIP, INC. 401(K) PROFIT SHARING PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE HODGES PARTNERSHIP, INC. |
| Employer identification number (EIN): | 270021148 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
Additional information about THE HODGES PARTNERSHIP, INC.
| Jurisdiction of Incorporation: | Virginia Secretary of State |
| Incorporation Date: | 2002-07-08 |
| Company Identification Number: | 0580204 |
| Legal Registered Office Address: |
1805 EAST BROAD ST PO BOX 1998 RICHMOND United States of America (USA) 23223 |
More information about THE HODGES PARTNERSHIP, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JONATHAN K. NEWMAN | 2024-04-10 | ||
| 001 | 2022-01-01 | JONATHAN K. NEWMAN | 2023-03-21 | ||
| 001 | 2021-01-01 | JONATHAN K. NEWMAN | 2022-07-12 | ||
| 001 | 2020-01-01 | JONATHAN K. NEWMAN | 2021-04-26 | ||
| 001 | 2019-01-01 | JONATHAN K. NEWMAN | 2020-07-07 | ||
| 001 | 2018-01-01 | JONATHAN K. NEWMAN | 2019-05-10 | ||
| 001 | 2017-01-01 | JONATHAN K. NEWMAN | 2018-03-23 | ||
| 001 | 2016-01-01 | JONATHAN K. NEWMAN | 2017-07-27 | ||
| 001 | 2015-01-01 | JONATHAN K. NEWMAN | 2016-07-13 | ||
| 001 | 2014-01-01 | JONATHAN K. NEWMAN | 2015-05-08 | ||
| 001 | 2013-01-01 | JONATHAN K. NEWMAN | 2014-07-17 | ||
| 001 | 2012-01-01 | JONATHAN K. NEWMAN | 2013-04-12 | ||
| 001 | 2011-01-01 | JONATHAN K. NEWMAN | 2012-10-15 | ||
| 001 | 2010-01-01 | JONATHAN K. NEWMAN | 2011-09-12 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE HODGES PARTNERSHIP, INC. 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-05-19 | 65382 |
| Net assets as of the end of the plan year | 2025-05-19 | 3077019 |
| Total assets as of the beginning of the plan year | 2025-05-19 | 2544962 |
| Value of plan covered by a fidelity bond | 2025-05-19 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-19 | 212365 |
| Other expenses paid from plan in this plan year | 2025-05-19 | 12615 |
| Other contributions to plan in this plan year | 2025-05-19 | 573 |
| Other income to plan in this plan year | 2025-05-19 | 314108 |
| Plan net income in this plan year | 2025-05-19 | 532057 |
| Net assets as of the end of the plan year | 2025-05-19 | 3077019 |
| Net assets as of the beginning of the plan year | 2025-05-19 | 2544962 |
| Employer contributions to plan in this plan year | 2025-05-19 | 70393 |
| Fees paid to broker by Benefit Provider | 2025-05-19 | 67 |
| 2024 : THE HODGES PARTNERSHIP, INC. 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-04-10 | 24271 |
| Net assets as of the end of the plan year | 2024-04-10 | 2544962 |
| Total assets as of the beginning of the plan year | 2024-04-10 | 2025410 |
| Value of plan covered by a fidelity bond | 2024-04-10 | 500000 |
| Participant contributions to plan in this plan year | 2024-04-10 | 173788 |
| Other expenses paid from plan in this plan year | 2024-04-10 | 10268 |
| Other contributions to plan in this plan year | 2024-04-10 | 7396 |
| Other income to plan in this plan year | 2024-04-10 | 296997 |
| Plan net income in this plan year | 2024-04-10 | 519552 |
| Net assets as of the end of the plan year | 2024-04-10 | 2544962 |
| Net assets as of the beginning of the plan year | 2024-04-10 | 2025410 |
| Value of contributions failed to transmitted timely | 2024-04-10 | 18167 |
| Employer contributions to plan in this plan year | 2024-04-10 | 65642 |
| Fees paid to broker by Benefit Provider | 2024-04-10 | 39 |