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| Plan Name | C L PUGH AND ASSOCIATES SOCA BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | C L PUGH AND ASSOCIATES |
| Employer identification number (EIN): | 340727150 |
| NAIC Classification: | 541400 |
| 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 | 2020-05-01 | MATT APPENZELLER | 2021-11-23 | ||
| 501 | 2020-01-01 | MATT APPENZELLER | 2020-11-06 |
| Measure | Date | Value |
|---|---|---|
| 2024 : C L PUGH AND ASSOCIATES SOCA BENEFIT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-11-29 | 7735 |
| Total liabilities as of the beginning of the plan year | 2024-11-29 | 8352 |
| Total expenses incurred by plan in this plan year | 2024-11-29 | 54941 |
| Net assets as of the end of the plan year | 2024-11-29 | 11336 |
| Total assets as of the beginning of the plan year | 2024-11-29 | 11118 |
| Value of plan covered by a fidelity bond | 2024-11-29 | 1000000 |
| Participant contributions to plan in this plan year | 2024-11-29 | 21960 |
| 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 | 876 |
| Plan net income in this plan year | 2024-11-29 | 835 |
| Net assets as of the end of the plan year | 2024-11-29 | 3601 |
| Net assets as of the beginning of the plan year | 2024-11-29 | 2766 |
| Employer contributions to plan in this plan year | 2024-11-29 | 32940 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-29 | 3576 |
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