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| Plan Name | HENDERSON, MOKHTARI AND WEATHERLY, CO. L.P.A. SOCA BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | HENDERSON MOKHTARI & WEATHERLY |
| Employer identification number (EIN): | 204632078 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2023-05-01 | MATT APPENZELLER | 2024-11-29 | ||
| 501 | 2022-05-01 | MATT APPENZELLER | 2023-11-28 | ||
| 501 | 2021-05-01 | MATT APPENZELLER | 2022-11-29 | ||
| 501 | 2020-05-01 | MATT APPENZELLER | 2021-11-23 | ||
| 501 | 2019-05-01 | MATT APPENZELLER | 2020-11-06 | ||
| 501 | 2019-01-01 | MATT APPENZELLER | 2019-11-13 |
| Measure | Date | Value |
|---|---|---|
| 2024 : HENDERSON, MOKHTARI AND WEATHERLY, CO. L.P.A. SOCA BENEFIT PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-11-29 | 2571 |
| Total liabilities as of the beginning of the plan year | 2024-11-29 | 2440 |
| Total expenses incurred by plan in this plan year | 2024-11-29 | 44659 |
| Net assets as of the end of the plan year | 2024-11-29 | 3768 |
| Total assets as of the beginning of the plan year | 2024-11-29 | 3248 |
| Value of plan covered by a fidelity bond | 2024-11-29 | 1000000 |
| Participant contributions to plan in this plan year | 2024-11-29 | 22312 |
| Other expenses paid from plan in this plan year | 2024-11-29 | 0 |
| Other contributions to plan in this plan year | 2024-11-29 | 0 |
| Other income to plan in this plan year | 2024-11-29 | 423 |
| Plan net income in this plan year | 2024-11-29 | 389 |
| Net assets as of the end of the plan year | 2024-11-29 | 1197 |
| Net assets as of the beginning of the plan year | 2024-11-29 | 808 |
| Employer contributions to plan in this plan year | 2024-11-29 | 22313 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-29 | 2907 |
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