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WILLIAM J. HAGERTY, INC. SOCA BENEFIT PLAN 401k Plan overview

Plan NameWILLIAM J. HAGERTY, INC. SOCA BENEFIT PLAN
Plan identification number 501

WILLIAM J. HAGERTY, INC. SOCA BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

WILLIAM J. HAGERTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM J. HAGERTY, INC.
Employer identification number (EIN):310808092
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J. HAGERTY, INC. SOCA BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-05-01MATT APPENZELLER2024-11-29
5012022-05-01MATT APPENZELLER2023-11-28
5012021-05-01MATT APPENZELLER2022-11-29
5012020-05-01MATT APPENZELLER2021-11-23
5012019-05-01MATT APPENZELLER2020-11-06
5012019-01-01MATT APPENZELLER2019-11-13

Financial Data on WILLIAM J. HAGERTY, INC. SOCA BENEFIT PLAN

Measure Date Value
2024 : WILLIAM J. HAGERTY, INC. SOCA BENEFIT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-11-2919719
Total liabilities as of the beginning of the plan year2024-11-2921451
Total expenses incurred by plan in this plan year2024-11-29127984
Net assets as of the end of the plan year2024-11-2928899
Total assets as of the beginning of the plan year2024-11-2928555
Value of plan covered by a fidelity bond2024-11-291000000
Participant contributions to plan in this plan year2024-11-2963944
Other expenses paid from plan in this plan year2024-11-290
Other contributions to plan in this plan year2024-11-290
Other income to plan in this plan year2024-11-292172
Plan net income in this plan year2024-11-292076
Net assets as of the end of the plan year2024-11-299180
Net assets as of the beginning of the plan year2024-11-297104
Employer contributions to plan in this plan year2024-11-2963944
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-298331

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