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| Plan Name | CALDWELL & LANGFORD 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE BRADDY AGENCY, LLC DBA CALDWELL & LANGFORD |
| Employer identification number (EIN): | 463078829 |
| 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 |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | DANNY BRADDY | 2024-07-23 | ||
| 001 | 2022-01-01 | DANNY BRADDY | 2023-06-12 | ||
| 001 | 2021-01-01 | DANNY BRADDY | 2022-07-20 | ||
| 001 | 2020-01-01 | DANNY BRADDY | 2021-09-21 | ||
| 001 | 2019-01-01 | DANNY BRADDY | 2020-09-30 |
| Measure | Date | Value |
|---|---|---|
| 2024 : CALDWELL & LANGFORD 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-23 | 3075 |
| Net assets as of the end of the plan year | 2024-07-23 | 161942 |
| Total assets as of the beginning of the plan year | 2024-07-23 | 106846 |
| Participant contributions to plan in this plan year | 2024-07-23 | 21464 |
| Other income to plan in this plan year | 2024-07-23 | 14975 |
| Plan net income in this plan year | 2024-07-23 | 55096 |
| Net assets as of the end of the plan year | 2024-07-23 | 161942 |
| Net assets as of the beginning of the plan year | 2024-07-23 | 106846 |
| Employer contributions to plan in this plan year | 2024-07-23 | 21732 |
| Fees paid to broker by Benefit Provider | 2024-07-23 | 712 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-23 | 3075 |
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