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EMPLOYEE BENEFIT PLAN OF A. WATTS HUCKABEE COMPANY, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF A. WATTS HUCKABEE COMPANY, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF A. WATTS HUCKABEE COMPANY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

A. WATTS HUCKABEE COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:A. WATTS HUCKABEE COMPANY, INC.
Employer identification number (EIN):582463350
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF A. WATTS HUCKABEE COMPANY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01SUE ELLEN SMITH2024-03-27
0012021-07-01SUE ELLEN SMITH2024-03-26
0012020-07-01SUE ELLEN SMITH2022-01-19
0012019-07-01SUE ELLEN SMITH2021-03-05

Plan Statistics for EMPLOYEE BENEFIT PLAN OF A. WATTS HUCKABEE COMPANY, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF A. WATTS HUCKABEE COMPANY, INC.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF A. WATTS HUCKABEE COMPANY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-04-1445
Total number of particpants at end of year2025-04-1444
Number of Participants With Account Balances2025-04-1434
2024: EMPLOYEE BENEFIT PLAN OF A. WATTS HUCKABEE COMPANY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-03-2633
Total number of particpants at end of year2024-03-2638
Number of Participants With Account Balances2024-03-2628

Financial Data on EMPLOYEE BENEFIT PLAN OF A. WATTS HUCKABEE COMPANY, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF A. WATTS HUCKABEE COMPANY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-140
Total liabilities as of the end of the plan year2025-04-140
Total liabilities as of the beginning of the plan year2025-04-140
Total expenses incurred by plan in this plan year2025-04-1430770
Net assets as of the end of the plan year2025-04-14489873
Total assets as of the beginning of the plan year2025-04-14349022
Value of plan covered by a fidelity bond2025-04-14130000
Participant contributions to plan in this plan year2025-04-1475756
Other expenses paid from plan in this plan year2025-04-140
Other contributions to plan in this plan year2025-04-140
Other income to plan in this plan year2025-04-1452287
Plan net income in this plan year2025-04-14140851
Net assets as of the end of the plan year2025-04-14489873
Net assets as of the beginning of the plan year2025-04-14349022
Employer contributions to plan in this plan year2025-04-1443578
Fees paid to broker by Benefit Provider2025-04-14422
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-14320
2024 : EMPLOYEE BENEFIT PLAN OF A. WATTS HUCKABEE COMPANY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-260
Total liabilities as of the end of the plan year2024-03-260
Total liabilities as of the beginning of the plan year2024-03-260
Total expenses incurred by plan in this plan year2024-03-261036
Net assets as of the end of the plan year2024-03-26199552
Total assets as of the beginning of the plan year2024-03-26168189
Value of plan covered by a fidelity bond2024-03-26130000
Participant contributions to plan in this plan year2024-03-2643825
Other expenses paid from plan in this plan year2024-03-260
Other contributions to plan in this plan year2024-03-260
Other income to plan in this plan year2024-03-26-47230
Plan net income in this plan year2024-03-2631363
Net assets as of the end of the plan year2024-03-26199552
Net assets as of the beginning of the plan year2024-03-26168189
Employer contributions to plan in this plan year2024-03-2635804
Fees paid to broker by Benefit Provider2024-03-26819
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-2667

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