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THE HALCOVICH GROUP LLC DBA TRI COUNTY INSURANCE ASSOCIATES 401 (K) 401k Plan overview

Plan NameTHE HALCOVICH GROUP LLC DBA TRI COUNTY INSURANCE ASSOCIATES 401 (K)
Plan identification number 001

THE HALCOVICH GROUP LLC DBA TRI COUNTY INSURANCE ASSOCIATES 401 (K) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

THE HALCOVICH GROUP LLC DBA TRI COUNTY INSURANCE ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:THE HALCOVICH GROUP LLC DBA TRI COUNTY INSURANCE ASSOCIATES
Employer identification number (EIN):830638024
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HALCOVICH GROUP LLC DBA TRI COUNTY INSURANCE ASSOCIATES 401 (K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTIAN HALCOVICH2024-06-24
0012022-01-01CHRISTIAN HALCOVICH2023-06-08
0012021-01-01CHRISTIAN HALCOVICH2022-04-07
0012020-01-01CHRISTIAN HALCOVICH2021-04-05
0012019-01-01CHRISTIAN HALCOVICH2020-04-17

Financial Data on THE HALCOVICH GROUP LLC DBA TRI COUNTY INSURANCE ASSOCIATES 401 (K)

Measure Date Value
2025 : THE HALCOVICH GROUP LLC DBA TRI COUNTY INSURANCE ASSOCIATES 401 (K) 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-23100
Net assets as of the end of the plan year2025-04-23328209
Total assets as of the beginning of the plan year2025-04-23241465
Value of plan covered by a fidelity bond2025-04-2350000
Participant contributions to plan in this plan year2025-04-2346513
Other income to plan in this plan year2025-04-2328875
Plan net income in this plan year2025-04-2386744
Net assets as of the end of the plan year2025-04-23328209
Net assets as of the beginning of the plan year2025-04-23241465
Employer contributions to plan in this plan year2025-04-2311456
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-23100
2024 : THE HALCOVICH GROUP LLC DBA TRI COUNTY INSURANCE ASSOCIATES 401 (K) 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2490
Net assets as of the end of the plan year2024-06-24241465
Total assets as of the beginning of the plan year2024-06-24170147
Value of plan covered by a fidelity bond2024-06-2450000
Participant contributions to plan in this plan year2024-06-2434570
Other income to plan in this plan year2024-06-2427475
Plan net income in this plan year2024-06-2471318
Net assets as of the end of the plan year2024-06-24241465
Net assets as of the beginning of the plan year2024-06-24170147
Employer contributions to plan in this plan year2024-06-249363
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2490
2022 : THE HALCOVICH GROUP LLC DBA TRI COUNTY INSURANCE ASSOCIATES 401 (K) 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-0765
Net assets as of the end of the plan year2022-04-07166238
Total assets as of the beginning of the plan year2022-04-07122379
Value of plan covered by a fidelity bond2022-04-0750000
Participant contributions to plan in this plan year2022-04-0719323
Other income to plan in this plan year2022-04-0716468
Plan net income in this plan year2022-04-0743859
Net assets as of the end of the plan year2022-04-07166238
Net assets as of the beginning of the plan year2022-04-07122379
Employer contributions to plan in this plan year2022-04-078133
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-0765

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