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| Plan Name | THE MCCALLUM AGENCY SOCA BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | THE MCCALLUM AGENCY |
| Employer identification number (EIN): | 453170670 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| 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 | 2020-03-01 | MATT APPENZELLER | 2020-11-06 |
| Measure | Date | Value |
|---|---|---|
| 2024: THE MCCALLUM AGENCY SOCA BENEFIT PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-11-29 | 2 |
| Total number of particpants at end of year | 2024-11-29 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2024 : THE MCCALLUM AGENCY SOCA BENEFIT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-11-29 | 2999 |
| Total liabilities as of the beginning of the plan year | 2024-11-29 | 3101 |
| Total expenses incurred by plan in this plan year | 2024-11-29 | 31975 |
| Net assets as of the end of the plan year | 2024-11-29 | 4395 |
| Total assets as of the beginning of the plan year | 2024-11-29 | 4128 |
| Value of plan covered by a fidelity bond | 2024-11-29 | 1000000 |
| Participant contributions to plan in this plan year | 2024-11-29 | 15975 |
| 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 | 393 |
| Plan net income in this plan year | 2024-11-29 | 369 |
| Net assets as of the end of the plan year | 2024-11-29 | 1396 |
| Net assets as of the beginning of the plan year | 2024-11-29 | 1027 |
| Employer contributions to plan in this plan year | 2024-11-29 | 15976 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-29 | 2081 |
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