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| Plan Name | MARK HANAWALT AGENCY, INC. RETIREMENT TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | MARK HANAWALT AGENCY, INC. |
| Employer identification number (EIN): | 821901533 |
| NAIC Classification: | 541600 |
Additional information about MARK HANAWALT AGENCY, INC.
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 2017-07-05 |
| Company Identification Number: | 133980490 |
| Legal Registered Office Address: |
12923 NW CORNELL RD STE 102 PORTLAND United States of America (USA) 97229 |
More information about MARK HANAWALT AGENCY, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | MARK HANAWALT | 2024-07-01 | ||
| 001 | 2022-01-01 | MARK HANAWALT | 2023-06-29 | ||
| 001 | 2021-01-01 | MARK HANAWALT | 2022-07-05 | ||
| 001 | 2020-01-01 | MARK HANAWALT | 2021-06-29 | ||
| 001 | 2019-01-01 | MARK HANAWALT | 2020-07-06 | ||
| 001 | 2018-10-01 | MARK HANAWALT | 2019-07-08 |
| Measure | Date | Value |
|---|---|---|
| 2025 : MARK HANAWALT AGENCY, INC. RETIREMENT TRUST 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-06-27 | 775 |
| Net assets as of the end of the plan year | 2025-06-27 | 593190 |
| Total assets as of the beginning of the plan year | 2025-06-27 | 463556 |
| Value of plan covered by a fidelity bond | 2025-06-27 | 25000 |
| Participant contributions to plan in this plan year | 2025-06-27 | 67737 |
| Value of participant loans at end of plan year | 2025-06-27 | 0 |
| Other contributions to plan in this plan year | 2025-06-27 | 0 |
| Other income to plan in this plan year | 2025-06-27 | 48549 |
| Plan net income in this plan year | 2025-06-27 | 129634 |
| Net assets as of the end of the plan year | 2025-06-27 | 593190 |
| Net assets as of the beginning of the plan year | 2025-06-27 | 463556 |
| Employer contributions to plan in this plan year | 2025-06-27 | 14123 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-27 | 775 |
| 2024 : MARK HANAWALT AGENCY, INC. RETIREMENT TRUST 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-01 | 730 |
| Net assets as of the end of the plan year | 2024-07-01 | 463556 |
| Total assets as of the beginning of the plan year | 2024-07-01 | 342480 |
| Value of plan covered by a fidelity bond | 2024-07-01 | 25000 |
| Participant contributions to plan in this plan year | 2024-07-01 | 71865 |
| Value of participant loans at end of plan year | 2024-07-01 | 0 |
| Other contributions to plan in this plan year | 2024-07-01 | 0 |
| Other income to plan in this plan year | 2024-07-01 | 37417 |
| Plan net income in this plan year | 2024-07-01 | 121076 |
| Net assets as of the end of the plan year | 2024-07-01 | 463556 |
| Net assets as of the beginning of the plan year | 2024-07-01 | 342480 |
| Employer contributions to plan in this plan year | 2024-07-01 | 12524 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-01 | 730 |
| 2022 : MARK HANAWALT AGENCY, INC. RETIREMENT TRUST 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-05 | 513 |
| Net assets as of the end of the plan year | 2022-07-05 | 322210 |
| Total assets as of the beginning of the plan year | 2022-07-05 | 202188 |
| Value of plan covered by a fidelity bond | 2022-07-05 | 25000 |
| Participant contributions to plan in this plan year | 2022-07-05 | 51160 |
| Value of participant loans at end of plan year | 2022-07-05 | 0 |
| Other contributions to plan in this plan year | 2022-07-05 | 0 |
| Other income to plan in this plan year | 2022-07-05 | 60745 |
| Plan net income in this plan year | 2022-07-05 | 120022 |
| Net assets as of the end of the plan year | 2022-07-05 | 322210 |
| Net assets as of the beginning of the plan year | 2022-07-05 | 202188 |
| Employer contributions to plan in this plan year | 2022-07-05 | 8630 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-05 | 513 |
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