401k Plan data: HENRY E. HALLMARK AGE-WEIGHTED PROFIT SHARING PLAN plan

HENRY E. HALLMARK AGE-WEIGHTED PROFIT SHARING PLAN 401k Plan overview

Plan Name	HENRY E. HALLMARK AGE-WEIGHTED PROFIT SHARING PLAN
Plan identification number	002

HENRY E. HALLMARK AGE-WEIGHTED PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
Plan covering Self-Employed individuals.
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.
Life insurance

401k Sponsoring company profile

HENRY E. HALLMARK has sponsored the creation of one or more 401k plans.

Company Name: HENRY E. HALLMARK

Employer identification number (EIN): 952899830

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HENRY E. HALLMARK AGE-WEIGHTED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01 HENRY E. HALLMARK 2022-05-10
002 2020-01-01 HENRY HALLMARK 2021-07-12
002 2019-01-01 HENRY HALLMARK 2020-07-10 HENRY HALLMARK 2020-07-10
002 2018-01-01
002 2017-01-01 HENRY HALLMARK 2018-07-03 HENRY HALLMARK 2018-07-03
002 2017-01-01 HENRY HALLMARK 2018-07-03 HENRY HALLMARK 2018-07-03
002 2016-01-01 HENRY HALLMARK 2017-06-30
002 2015-01-01 HENRY HALLMARK 2016-10-07
002 2014-01-01 HENRY HALLMARK 2015-10-06
002 2013-01-01 HENRY HALLMARK 2014-10-07 HENRY HALLMARK 2014-10-07
002 2012-01-01 HENRY E. HALLMARK 2013-10-10 HENRY E. HALLMARK 2013-10-10
002 2011-01-01 HENRY HALLMARK 2012-09-27 HENRY HALLMARK 2012-09-27
002 2010-01-01 HENRY HALLMARK 2011-10-06 HENRY HALLMARK 2011-10-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01	HENRY E. HALLMARK	2022-05-10
002	2020-01-01	HENRY HALLMARK	2021-07-12
002	2019-01-01	HENRY HALLMARK	2020-07-10	HENRY HALLMARK	2020-07-10
002	2018-01-01
002	2017-01-01	HENRY HALLMARK	2018-07-03	HENRY HALLMARK	2018-07-03
002	2017-01-01	HENRY HALLMARK	2018-07-03	HENRY HALLMARK	2018-07-03
002	2016-01-01	HENRY HALLMARK	2017-06-30
002	2015-01-01	HENRY HALLMARK	2016-10-07
002	2014-01-01	HENRY HALLMARK	2015-10-06
002	2013-01-01	HENRY HALLMARK	2014-10-07	HENRY HALLMARK	2014-10-07
002	2012-01-01	HENRY E. HALLMARK	2013-10-10	HENRY E. HALLMARK	2013-10-10
002	2011-01-01	HENRY HALLMARK	2012-09-27	HENRY HALLMARK	2012-09-27
002	2010-01-01	HENRY HALLMARK	2011-10-06	HENRY HALLMARK	2011-10-06

Plan Statistics for HENRY E. HALLMARK AGE-WEIGHTED PROFIT SHARING PLAN

401k plan membership statisitcs for HENRY E. HALLMARK AGE-WEIGHTED PROFIT SHARING PLAN

Measure Date Value
2022: HENRY E. HALLMARK AGE-WEIGHTED PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-05-10 4
Total number of particpants at end of year 2022-05-10 4
Number of Participants With Account Balances 2022-05-10 4

Measure	Date	Value
2022: HENRY E. HALLMARK AGE-WEIGHTED PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-05-10	4
Total number of particpants at end of year	2022-05-10	4
Number of Participants With Account Balances	2022-05-10	4

Financial Data on HENRY E. HALLMARK AGE-WEIGHTED PROFIT SHARING PLAN

Measure	Date	Value
2022 : HENRY E. HALLMARK AGE-WEIGHTED PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-10	69759
Net assets as of the end of the plan year	2022-05-10	1795339
Total assets as of the beginning of the plan year	2022-05-10	1535679
Value of plan covered by a fidelity bond	2022-05-10	100000
Other expenses paid from plan in this plan year	2022-05-10	5471
Other income to plan in this plan year	2022-05-10	288071
Plan net income in this plan year	2022-05-10	259660
Net assets as of the end of the plan year	2022-05-10	1795339
Net assets as of the beginning of the plan year	2022-05-10	1535679
Employer contributions to plan in this plan year	2022-05-10	41348
Fees paid to broker by Benefit Provider	2022-05-10	191

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Company Name:	HENRY E. HALLMARK
Employer identification number (EIN):	952899830
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages