401k Plan data: HOLT AND HOLT, INC. 401(K) PROFIT SHARING PLAN plan

HOLT AND HOLT, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	HOLT AND HOLT, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

HOLT AND HOLT, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

HOLT AND HOLT, INC. has sponsored the creation of one or more 401k plans.

Company Name: HOLT AND HOLT, INC.

Employer identification number (EIN): 581483910

NAIC Classification: 238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLT AND HOLT, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-09-01 MICHAEL HOLT 2024-06-03
002 2021-09-01 MICHAEL HOLT 2023-06-12
002 2020-09-01 MICHAEL HOLT 2022-06-02
002 2019-09-01 MICHAEL HOLT 2021-06-10
002 2018-09-01 MICHAEL HOLT 2020-06-15
002 2017-09-01 MICHAEL HOLT 2019-06-05
002 2016-09-01 MICHAEL HOLT 2018-06-05
002 2015-09-01 MICHAEL HOLT 2017-06-07
002 2014-09-01 MICHAEL HOLT 2016-06-14
002 2013-09-01 MICHAEL HOLT 2014-12-03
002 2012-09-01 MICHAEL HOLT 2013-12-10
002 2011-09-01 MICHAEL HOLT 2013-03-05
002 2010-09-01 MICHAEL HOLT 2012-03-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-09-01	MICHAEL HOLT	2024-06-03
002	2021-09-01	MICHAEL HOLT	2023-06-12
002	2020-09-01	MICHAEL HOLT	2022-06-02
002	2019-09-01	MICHAEL HOLT	2021-06-10
002	2018-09-01	MICHAEL HOLT	2020-06-15
002	2017-09-01	MICHAEL HOLT	2019-06-05
002	2016-09-01	MICHAEL HOLT	2018-06-05
002	2015-09-01	MICHAEL HOLT	2017-06-07
002	2014-09-01	MICHAEL HOLT	2016-06-14
002	2013-09-01	MICHAEL HOLT	2014-12-03
002	2012-09-01	MICHAEL HOLT	2013-12-10
002	2011-09-01	MICHAEL HOLT	2013-03-05
002	2010-09-01	MICHAEL HOLT	2012-03-14

Plan Statistics for HOLT AND HOLT, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HOLT AND HOLT, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: HOLT AND HOLT, INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-03 22
Total number of particpants at end of year 2025-06-03 21
Number of Participants With Account Balances 2025-06-03 21

Measure	Date	Value
2025: HOLT AND HOLT, INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-03	22
Total number of particpants at end of year	2025-06-03	21
Number of Participants With Account Balances	2025-06-03	21

Financial Data on HOLT AND HOLT, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : HOLT AND HOLT, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-03	153686
Net assets as of the end of the plan year	2025-06-03	4999238
Total assets as of the beginning of the plan year	2025-06-03	4183486
Value of plan covered by a fidelity bond	2025-06-03	418349
Participant contributions to plan in this plan year	2025-06-03	98803
Value of participant loans at end of plan year	2025-06-03	108393
Other income to plan in this plan year	2025-06-03	705660
Plan net income in this plan year	2025-06-03	815752
Net assets as of the end of the plan year	2025-06-03	4999238
Net assets as of the beginning of the plan year	2025-06-03	4183486
Employer contributions to plan in this plan year	2025-06-03	164975
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-03	17254

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Company Name:	HOLT AND HOLT, INC.
Employer identification number (EIN):	581483910
NAIC Classification:	238300