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THE HATHAWAY AGENCY LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameTHE HATHAWAY AGENCY LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

THE HATHAWAY AGENCY LLC 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE HATHAWAY AGENCY LLC has sponsored the creation of one or more 401k plans.

Company Name:THE HATHAWAY AGENCY LLC
Employer identification number (EIN):464780740
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HATHAWAY AGENCY LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-06-20
0012022-01-01NICK RICE2023-06-21
0012021-01-01SHIRLEY HORNER2022-07-14
0012020-01-01SHIRLEY HORNER2021-07-13
0012019-01-01EDWARD ROJAS2020-05-04
0012018-01-01EDWARD ROJAS2019-05-16
0012017-01-01EDWARD ROJAS2018-05-21

Financial Data on THE HATHAWAY AGENCY LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : THE HATHAWAY AGENCY LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1898106
Net assets as of the end of the plan year2025-07-18252794
Total assets as of the beginning of the plan year2025-07-18242042
Value of plan covered by a fidelity bond2025-07-1825000
Participant contributions to plan in this plan year2025-07-1845323
Value of participant loans at end of plan year2025-07-187326
Other income to plan in this plan year2025-07-1843703
Plan net income in this plan year2025-07-1810752
Net assets as of the end of the plan year2025-07-18252794
Net assets as of the beginning of the plan year2025-07-18242042
Employer contributions to plan in this plan year2025-07-1819832
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-181368
2024 : THE HATHAWAY AGENCY LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2013977
Net assets as of the end of the plan year2024-06-20242042
Total assets as of the beginning of the plan year2024-06-20155877
Value of plan covered by a fidelity bond2024-06-2016000
Participant contributions to plan in this plan year2024-06-2041732
Value of participant loans at end of plan year2024-06-209251
Other income to plan in this plan year2024-06-2038369
Plan net income in this plan year2024-06-2086165
Net assets as of the end of the plan year2024-06-20242042
Net assets as of the beginning of the plan year2024-06-20155877
Employer contributions to plan in this plan year2024-06-2020041
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-201068
2022 : THE HATHAWAY AGENCY LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-142628
Net assets as of the end of the plan year2022-07-14177736
Total assets as of the beginning of the plan year2022-07-14105725
Value of plan covered by a fidelity bond2022-07-1411000
Participant contributions to plan in this plan year2022-07-1434483
Value of participant loans at end of plan year2022-07-1412402
Other income to plan in this plan year2022-07-1421877
Plan net income in this plan year2022-07-1472011
Net assets as of the end of the plan year2022-07-14177736
Net assets as of the beginning of the plan year2022-07-14105725
Employer contributions to plan in this plan year2022-07-1418279
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-14806

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