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PERCY HOEK, INC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NamePERCY HOEK, INC 401K PROFIT SHARING PLAN
Plan identification number 001

PERCY HOEK, INC 401K PROFIT SHARING PLAN 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PERCY HOEK, INC. has sponsored the creation of one or more 401k plans.

Company Name:PERCY HOEK, INC.
Employer identification number (EIN):112125950
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about PERCY HOEK, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1966-10-18
Company Identification Number: 203091
Legal Registered Office Address: 180 MAIN STREET
Suffolk
SAYVILLE
United States of America (USA)
11782

More information about PERCY HOEK, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERCY HOEK, INC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DONALD HESTER2024-04-08
0012022-01-01DONALD HESTER2023-06-22
0012021-01-01DONALD HESTER2022-05-09
0012020-01-01DONALD HESTER2021-03-11
0012019-01-01DONALD HESTER2020-03-02
0012018-01-01DONALD HESTER2019-05-09
0012017-01-01DONALD HESTER2018-06-07
0012016-01-01DONALD HESTER2017-10-05
0012015-01-01DONALD HESTER2016-07-18
0012014-01-01DONALD HESTER2015-07-23
0012013-01-01DONALD HESTER2014-06-05
0012012-01-01DONALD HESTER2013-06-17
0012011-01-01DONALD HESTER2012-05-03
0012010-01-01DONALD HESTER2011-04-19

Financial Data on PERCY HOEK, INC 401K PROFIT SHARING PLAN

Measure Date Value
2025 : PERCY HOEK, INC 401K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-04219086
Net assets as of the end of the plan year2025-06-041736577
Total assets as of the beginning of the plan year2025-06-041672746
Value of plan covered by a fidelity bond2025-06-04300000
Participant contributions to plan in this plan year2025-06-0431078
Value of participant loans at end of plan year2025-06-045205
Other expenses paid from plan in this plan year2025-06-049996
Other income to plan in this plan year2025-06-04221839
Plan net income in this plan year2025-06-0463831
Net assets as of the end of the plan year2025-06-041736577
Net assets as of the beginning of the plan year2025-06-041672746
Employer contributions to plan in this plan year2025-06-0430000
Fees paid to broker by Benefit Provider2025-06-043557
2024 : PERCY HOEK, INC 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-08702281
Net assets as of the end of the plan year2024-04-081672746
Total assets as of the beginning of the plan year2024-04-082055613
Value of plan covered by a fidelity bond2024-04-08300000
Participant contributions to plan in this plan year2024-04-0824740
Value of participant loans at end of plan year2024-04-0812297
Other expenses paid from plan in this plan year2024-04-0810930
Other income to plan in this plan year2024-04-08274674
Plan net income in this plan year2024-04-08-382867
Net assets as of the end of the plan year2024-04-081672746
Net assets as of the beginning of the plan year2024-04-082055613
Employer contributions to plan in this plan year2024-04-0820000
Fees paid to broker by Benefit Provider2024-04-084770
2022 : PERCY HOEK, INC 401K PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-09167386
Net assets as of the end of the plan year2022-05-092491559
Total assets as of the beginning of the plan year2022-05-092287334
Value of plan covered by a fidelity bond2022-05-09300000
Participant contributions to plan in this plan year2022-05-0943889
Value of participant loans at end of plan year2022-05-0921063
Other expenses paid from plan in this plan year2022-05-0910366
Other income to plan in this plan year2022-05-09292722
Plan net income in this plan year2022-05-09204225
Net assets as of the end of the plan year2022-05-092491559
Net assets as of the beginning of the plan year2022-05-092287334
Employer contributions to plan in this plan year2022-05-0935000
Fees paid to broker by Benefit Provider2022-05-096051

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