| Plan Name | WILLIAM J. HAGERTY, INC. SOCA BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
|
| Company Name: | WILLIAM J. HAGERTY, INC. |
| Employer identification number (EIN): | 310808092 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2023-05-01 | MATT APPENZELLER | 2024-11-29 | ||
| 501 | 2022-05-01 | MATT APPENZELLER | 2023-11-28 | ||
| 501 | 2021-05-01 | MATT APPENZELLER | 2022-11-29 | ||
| 501 | 2020-05-01 | MATT APPENZELLER | 2021-11-23 | ||
| 501 | 2019-05-01 | MATT APPENZELLER | 2020-11-06 | ||
| 501 | 2019-01-01 | MATT APPENZELLER | 2019-11-13 |
| Measure | Date | Value |
|---|---|---|
| 2024 : WILLIAM J. HAGERTY, INC. SOCA BENEFIT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-11-29 | 19719 |
| Total liabilities as of the beginning of the plan year | 2024-11-29 | 21451 |
| Total expenses incurred by plan in this plan year | 2024-11-29 | 127984 |
| Net assets as of the end of the plan year | 2024-11-29 | 28899 |
| Total assets as of the beginning of the plan year | 2024-11-29 | 28555 |
| Value of plan covered by a fidelity bond | 2024-11-29 | 1000000 |
| Participant contributions to plan in this plan year | 2024-11-29 | 63944 |
| Other expenses paid from plan in this plan year | 2024-11-29 | 0 |
| Other contributions to plan in this plan year | 2024-11-29 | 0 |
| Other income to plan in this plan year | 2024-11-29 | 2172 |
| Plan net income in this plan year | 2024-11-29 | 2076 |
| Net assets as of the end of the plan year | 2024-11-29 | 9180 |
| Net assets as of the beginning of the plan year | 2024-11-29 | 7104 |
| Employer contributions to plan in this plan year | 2024-11-29 | 63944 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-29 | 8331 |