| Plan Name | THE HARBIN AGENCY, INC. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE HARBIN AGENCY, INC. |
| Employer identification number (EIN): | 580946149 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about THE HARBIN AGENCY, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2010-09-03 |
| Company Identification Number: | 0801314461 |
| Legal Registered Office Address: |
PO BOX 1130 TYRONE United States of America (USA) 30290 |
More information about THE HARBIN AGENCY, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | MAURICE HARBIN | 2024-05-13 | MAURICE HARBIN | 2024-05-13 |
| 001 | 2022-01-01 | MAURICE H HARBIN | 2023-06-30 | MAURICE H HARBIN | 2023-06-30 |
| 001 | 2021-01-01 | MAURICE H HARBIN | 2022-06-06 | MAURICE H HARBIN | 2022-06-06 |
| 001 | 2020-01-01 | MAURICE H HARBIN JR. | 2021-06-29 | MAURICE H HARBIN JR. | 2021-06-29 |
| 001 | 2019-01-01 | MAURICE H HARBIN JR. | 2020-08-11 | MAURICE H HARBIN JR. | 2020-08-11 |
| 001 | 2018-01-01 | MAURICE HARBIN | 2019-07-10 | MAURICE HARBIN | 2019-07-10 |
| 001 | 2017-01-01 | MAURICE HARBIN | 2018-06-18 | MAURICE HARBIN | 2018-06-18 |
| 001 | 2016-01-01 | MAURICE HARBIN | 2017-08-30 | MAURICE HARBIN | 2017-08-30 |
| 001 | 2015-01-01 | MAURICE HARBIN | 2016-05-06 | MAURICE HARBIN | 2016-05-06 |
| 001 | 2014-01-01 | MAURICE HARBIN | 2015-05-12 | MAURICE HARBIN | 2015-05-12 |
| 001 | 2013-01-01 | MAURICE HARBIN | 2014-05-22 | MAURICE HARBIN | 2014-05-22 |
| 001 | 2012-01-01 | MAURICE H. HARBIN JR. | 2013-06-10 | MAURICE H. HARBIN JR. | 2013-06-10 |
| 001 | 2011-01-01 | MAURICE HARBIN | 2012-06-13 | MAURICE HARBIN | 2012-06-13 |
| 001 | 2010-01-01 | MAURICE HARBIN | 2011-07-25 | MAURICE HARBIN | 2011-07-25 |
| 001 | 2009-01-01 | MAURICE HARBIN | MAURICE HARBIN | 2010-08-24 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE HARBIN AGENCY, INC. 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-14 | 74129 |
| Net assets as of the end of the plan year | 2025-07-14 | 4635958 |
| Total assets as of the beginning of the plan year | 2025-07-14 | 3776666 |
| Value of plan covered by a fidelity bond | 2025-07-14 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-14 | 161112 |
| Value of participant loans at end of plan year | 2025-07-14 | 18465 |
| Other income to plan in this plan year | 2025-07-14 | 628613 |
| Plan net income in this plan year | 2025-07-14 | 859292 |
| Net assets as of the end of the plan year | 2025-07-14 | 4635958 |
| Net assets as of the beginning of the plan year | 2025-07-14 | 3776666 |
| Employer contributions to plan in this plan year | 2025-07-14 | 143696 |
| Fees paid to broker by Benefit Provider | 2025-07-14 | 5165 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-14 | 8991 |
| 2024 : THE HARBIN AGENCY, INC. 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-05-13 | 306265 |
| Net assets as of the end of the plan year | 2024-05-13 | 3776666 |
| Total assets as of the beginning of the plan year | 2024-05-13 | 3137834 |
| Value of plan covered by a fidelity bond | 2024-05-13 | 500000 |
| Participant contributions to plan in this plan year | 2024-05-13 | 152662 |
| Value of participant loans at end of plan year | 2024-05-13 | 27854 |
| Other income to plan in this plan year | 2024-05-13 | 651048 |
| Plan net income in this plan year | 2024-05-13 | 638832 |
| Net assets as of the end of the plan year | 2024-05-13 | 3776666 |
| Net assets as of the beginning of the plan year | 2024-05-13 | 3137834 |
| Employer contributions to plan in this plan year | 2024-05-13 | 141387 |
| Fees paid to broker by Benefit Provider | 2024-05-13 | 1706 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-13 | 7213 |
| 2022 : THE HARBIN AGENCY, INC. 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-06-07 | 91506 |
| Net assets as of the end of the plan year | 2022-06-07 | 3521514 |
| Total assets as of the beginning of the plan year | 2022-06-07 | 2921152 |
| Value of plan covered by a fidelity bond | 2022-06-07 | 400000 |
| Participant contributions to plan in this plan year | 2022-06-07 | 114011 |
| Value of participant loans at end of plan year | 2022-06-07 | 45039 |
| Other income to plan in this plan year | 2022-06-07 | 433142 |
| Plan net income in this plan year | 2022-06-07 | 600362 |
| Net assets as of the end of the plan year | 2022-06-07 | 3521514 |
| Net assets as of the beginning of the plan year | 2022-06-07 | 2921152 |
| Employer contributions to plan in this plan year | 2022-06-07 | 144715 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-07 | 17770 |
| 2009 : THE HARBIN AGENCY, INC. 401(K) PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2009: THE HARBIN AGENCY, INC. 401(K) PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |