| Plan Name | HMK & CO 401K RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | HOLDEN MOSS KNOTT & COMPANY, P.A. |
| Employer identification number (EIN): | 561274004 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-07-01 | ||||
| 001 | 2022-07-01 | ||||
| 001 | 2021-07-01 | ||||
| 001 | 2020-07-01 | ||||
| 001 | 2019-07-01 | ||||
| 001 | 2018-07-01 | ||||
| 001 | 2017-07-01 | ||||
| 001 | 2016-07-01 | ||||
| 001 | 2013-07-01 | ||||
| 001 | 2012-07-01 | CRAWFORD A KNOTT | 2014-03-31 | ||
| 001 | 2011-07-01 | CRAWFORD A KNOTT | 2012-11-27 | ||
| 001 | 2010-07-01 | CRAWFORD A KNOTT | 2012-01-29 |
| Measure | Date | Value |
|---|---|---|
| 2025: HMK & CO 401K RETIREMENT PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-01-17 | 24 |
| Total number of particpants at end of year | 2025-01-17 | 27 |
| Number of Participants With Account Balances | 2025-01-17 | 19 |
| Measure | Date | Value |
|---|---|---|
| 2025 : HMK & CO 401K RETIREMENT PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-01-17 | 16419 |
| Net assets as of the end of the plan year | 2025-01-17 | 2931700 |
| Total assets as of the beginning of the plan year | 2025-01-17 | 2378072 |
| Value of plan covered by a fidelity bond | 2025-01-17 | 300000 |
| Participant contributions to plan in this plan year | 2025-01-17 | 133346 |
| Other income to plan in this plan year | 2025-01-17 | 429201 |
| Plan net income in this plan year | 2025-01-17 | 553628 |
| Net assets as of the end of the plan year | 2025-01-17 | 2931700 |
| Net assets as of the beginning of the plan year | 2025-01-17 | 2378072 |
| Employer contributions to plan in this plan year | 2025-01-17 | 7500 |
| Fees paid to broker by Benefit Provider | 2025-01-17 | 11807 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-17 | 16419 |