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THE HUGHES WALMSLEY & COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE HUGHES WALMSLEY & COMPANY PROFIT SHARING PLAN
Plan identification number 001

THE HUGHES WALMSLEY & COMPANY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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

HUGHES WALMSLEY & CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:HUGHES WALMSLEY & CO., INC.
Employer identification number (EIN):720496126
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HUGHES WALMSLEY & COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-06-01SEMMES WALMSLEY2024-07-10 SEMMES WALMSLEY2024-07-10
0012022-06-01HUGHES P. WALMSLEY, JR.2023-07-14 HUGHES P. WALMSLEY, JR.2023-07-14
0012021-06-01HUGHES P. WALMSLEY, JR.2022-06-30 HUGHES P. WALMSLEY, JR.2022-06-30
0012020-06-01HUGHES P. WALMSLEY, JR.2021-06-29 HUGHES P. WALMSLEY, JR.2021-06-29
0012019-06-01HUGHES P. WALMSLEY, JR.2020-07-10 HUGHES P. WALMSLEY, JR.2020-07-10
0012018-06-01HUGHES P. WALMSLEY, JR.2019-07-16 HUGHES P. WALMSLEY, JR.2019-07-16
0012017-06-01HUGES P. WALMSLEY, JR.2018-06-29 HUGHES P. WALMSLEY, JR.2018-06-29
0012016-06-01HUGES P. WALMSLEY, JR.2017-07-13 HUGHES P. WALMSLEY, JR.2017-07-13
0012015-06-01HUGHES P. WALMSLEY, JR.2016-08-02 HUGHES P. WALMSLEY, JR.2016-08-02
0012014-06-01HUGHES P. WALMSLEY, JR.2015-06-30 HUGHES P. WALMSLEY, JR.2015-06-30
0012013-06-01HUGHES P. WALMSLEY, JR.2014-07-16 HUGHES P. WALMSLEY, JR.2014-07-16
0012012-06-01HUGHES P. WALMSLEY, JR.2013-07-17 HUGHES P. WALMSLEY, JR.2013-07-17
0012011-06-01HUGHES P. WALMSLEY, JR.2012-12-18 HUGHES P. WALMSLEY, JR.2012-12-18
0012010-06-01HUGHES P. WALMSLEY, JR.2011-09-01 HUGHES P. WALMSLEY, JR.2011-09-01

Financial Data on THE HUGHES WALMSLEY & COMPANY PROFIT SHARING PLAN

Measure Date Value
2025 : THE HUGHES WALMSLEY & COMPANY PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-256997
Net assets as of the end of the plan year2025-09-25882122
Total assets as of the beginning of the plan year2025-09-25850374
Value of plan covered by a fidelity bond2025-09-2575000
Other income to plan in this plan year2025-09-2538745
Plan net income in this plan year2025-09-2531748
Net assets as of the end of the plan year2025-09-25882122
Net assets as of the beginning of the plan year2025-09-25850374
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-256997
2024 : THE HUGHES WALMSLEY & COMPANY PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-10994260
Net assets as of the end of the plan year2024-07-10850374
Total assets as of the beginning of the plan year2024-07-101681155
Value of plan covered by a fidelity bond2024-07-1075000
Other income to plan in this plan year2024-07-10163479
Plan net income in this plan year2024-07-10-830781
Net assets as of the end of the plan year2024-07-10850374
Net assets as of the beginning of the plan year2024-07-101681155
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-103552
2022 : THE HUGHES WALMSLEY & COMPANY PROFIT SHARING PLAN 2022 401k financial data
Net assets as of the end of the plan year2022-06-301901326
Total assets as of the beginning of the plan year2022-06-301559978
Value of plan covered by a fidelity bond2022-06-3075000
Other income to plan in this plan year2022-06-30303334
Plan net income in this plan year2022-06-30341348
Net assets as of the end of the plan year2022-06-301901326
Net assets as of the beginning of the plan year2022-06-301559978
Employer contributions to plan in this plan year2022-06-3038014

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