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| Plan Name | THE HUGGINS INSURANCE SERVICES, INC. 401K |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | HUGGINS INSURANCE SERVICES, INC. |
| Employer identification number (EIN): | 931097978 |
| NAIC Classification: | 524290 |
Additional information about HUGGINS INSURANCE SERVICES, INC.
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 1992-11-09 |
| Company Identification Number: | 31957889 |
| Legal Registered Office Address: |
1011 COMMERCIAL ST NE SALEM United States of America (USA) 97301 |
More information about HUGGINS INSURANCE SERVICES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | JOSEPH BURT | 2024-06-26 | ||
| 003 | 2022-01-01 | JOSEPH BURT | 2023-06-08 | ||
| 003 | 2021-01-01 | JOSEPH BURT | 2022-06-13 | ||
| 003 | 2020-01-01 | JOSEPH BURT | 2021-04-26 | ||
| 003 | 2019-01-01 | JOSEPH BURT | 2020-07-15 | ||
| 003 | 2018-01-01 | DAWN BOSTWICK | 2019-04-24 | ||
| 003 | 2017-01-01 | DAWN BOSTWICK | 2018-02-28 | ||
| 003 | 2016-01-01 | DAWN BOSTWICK | 2017-08-18 | ||
| 003 | 2015-01-01 | DAWN BOSTWICK | 2016-05-25 | ||
| 003 | 2014-01-01 | DAWN BOSTWICK | 2015-07-29 | ||
| 003 | 2013-01-01 | DAWN BOSTWICK | 2014-05-19 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE HUGGINS INSURANCE SERVICES, INC. 401K 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-07-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-30 | 212606 |
| Net assets as of the end of the plan year | 2025-07-30 | 4070467 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 3506267 |
| Value of plan covered by a fidelity bond | 2025-07-30 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-30 | 203134 |
| Value of participant loans at end of plan year | 2025-07-30 | 32299 |
| Other contributions to plan in this plan year | 2025-07-30 | 7120 |
| Other income to plan in this plan year | 2025-07-30 | 483804 |
| Plan net income in this plan year | 2025-07-30 | 564200 |
| Net assets as of the end of the plan year | 2025-07-30 | 4070467 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 3506267 |
| Employer contributions to plan in this plan year | 2025-07-30 | 82748 |
| Fees paid to broker by Benefit Provider | 2025-07-30 | 120 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-30 | 5226 |
| 2024 : THE HUGGINS INSURANCE SERVICES, INC. 401K 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-06-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-26 | 570207 |
| Net assets as of the end of the plan year | 2024-06-26 | 3506267 |
| Total assets as of the beginning of the plan year | 2024-06-26 | 3235594 |
| Value of plan covered by a fidelity bond | 2024-06-26 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-26 | 184718 |
| Value of participant loans at end of plan year | 2024-06-26 | 43494 |
| Other contributions to plan in this plan year | 2024-06-26 | 15642 |
| Other income to plan in this plan year | 2024-06-26 | 566067 |
| Plan net income in this plan year | 2024-06-26 | 270673 |
| Net assets as of the end of the plan year | 2024-06-26 | 3506267 |
| Net assets as of the beginning of the plan year | 2024-06-26 | 3235594 |
| Employer contributions to plan in this plan year | 2024-06-26 | 74453 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-26 | 4404 |
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