THE HOFFMAN AGENCY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE HOFFMAN AGENCY 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : THE HOFFMAN AGENCY 401(K) RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-18 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-18 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-18 | 288563 |
| Net assets as of the end of the plan year | 2025-06-18 | 1620585 |
| Total assets as of the beginning of the plan year | 2025-06-18 | 1475183 |
| Value of plan covered by a fidelity bond | 2025-06-18 | 150000 |
| Participant contributions to plan in this plan year | 2025-06-18 | 190447 |
| Other expenses paid from plan in this plan year | 2025-06-18 | 0 |
| Other contributions to plan in this plan year | 2025-06-18 | 0 |
| Other income to plan in this plan year | 2025-06-18 | 141220 |
| Plan net income in this plan year | 2025-06-18 | 145402 |
| Net assets as of the end of the plan year | 2025-06-18 | 1620585 |
| Net assets as of the beginning of the plan year | 2025-06-18 | 1475183 |
| Employer contributions to plan in this plan year | 2025-06-18 | 102298 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-18 | 6354 |
| 2024 : THE HOFFMAN AGENCY 401(K) RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-01 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-01 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-01 | 13747 |
| Net assets as of the end of the plan year | 2024-05-01 | 1475183 |
| Total assets as of the beginning of the plan year | 2024-05-01 | 1046249 |
| Value of plan covered by a fidelity bond | 2024-05-01 | 150000 |
| Participant contributions to plan in this plan year | 2024-05-01 | 166156 |
| Other expenses paid from plan in this plan year | 2024-05-01 | 0 |
| Other contributions to plan in this plan year | 2024-05-01 | 0 |
| Other income to plan in this plan year | 2024-05-01 | 173204 |
| Plan net income in this plan year | 2024-05-01 | 428934 |
| Net assets as of the end of the plan year | 2024-05-01 | 1475183 |
| Net assets as of the beginning of the plan year | 2024-05-01 | 1046249 |
| Employer contributions to plan in this plan year | 2024-05-01 | 103321 |
| Fees paid to broker by Benefit Provider | 2024-05-01 | 230 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-01 | 5349 |
| 2022 : THE HOFFMAN AGENCY 401(K) RETIREMENT PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-02 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-02 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-02 | 234170 |
| Net assets as of the end of the plan year | 2022-06-02 | 1002037 |
| Total assets as of the beginning of the plan year | 2022-06-02 | 1046109 |
| Value of plan covered by a fidelity bond | 2022-06-02 | 150000 |
| Participant contributions to plan in this plan year | 2022-06-02 | 79815 |
| Other expenses paid from plan in this plan year | 2022-06-02 | 0 |
| Other contributions to plan in this plan year | 2022-06-02 | 0 |
| Other income to plan in this plan year | 2022-06-02 | 110283 |
| Plan net income in this plan year | 2022-06-02 | -44072 |
| Net assets as of the end of the plan year | 2022-06-02 | 1002037 |
| Net assets as of the beginning of the plan year | 2022-06-02 | 1046109 |
| Employer contributions to plan in this plan year | 2022-06-02 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-02 | 4405 |
