WILLIAM J. HELLER AGENCY, INC., EMPLOYEES' PROFIT SHARING TRUST 401k Plan overview

WILLIAM J. HELLER AGENCY, INC., EMPLOYEES' PROFIT SHARING TRUST Benefits

401k Sponsoring company profile

Company Name:	WILLIAM J. HELLER AGENCY, INC.
Employer identification number (EIN):	232522782
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	WILLIAM J. HELLER	2024-10-08	WILLIAM J. HELLER	2024-10-08
001	2022-01-01	WILLIAM J. HELLER	2023-10-16	WILLIAM J. HELLER	2023-10-16
001	2021-01-01	WILLIAM J. HELLER	2022-10-17	WILLIAM J. HELLER	2022-10-17
001	2021-01-01	WILLIAM J. HELLER	2023-10-14	WILLIAM J. HELLER	2023-10-14
001	2020-01-01	WILLIAM J. HELLER	2021-09-30	WILLIAM J. HELLER	2021-09-30
001	2019-01-01	WILLIAM J. HELLER	2020-09-24	WILLIAM J. HELLER	2020-09-24
001	2018-01-01	WILLIAM J. HELLER	2019-07-23	WILLIAM J. HELLER	2019-07-23
001	2017-01-01	WILLIAM J. HELLER	2018-07-16	WILLIAM J. HELLER	2018-07-16
001	2016-01-01	WILLIAM J. HELLER	2017-07-25	WILLIAM J. HELLER	2017-07-25
001	2015-01-01	WILLIAM J. HELLER	2016-06-07	WILLIAM J. HELLER	2016-06-07
001	2014-01-01	WILLIAM J. HELLER	2015-07-15	WILLIAM J. HELLER	2015-07-15
001	2013-01-01	WILLIAM HELLER	2014-05-08
001	2012-01-01	WILLIAM HELLER	2013-06-18
001	2011-01-01	WILLIAM HELLER	2012-07-27
001	2010-01-01	WILLIAM HELLER	2011-07-15

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• WILLIAM J. BROWN TRUCK., INC. PROFIT SHARING PLAN [EIN = 251214049]
• WILLIAM J. MCDONALD PROFIT SHARING PLAN [EIN = 942785292]
• WILLIAM J. FARLANDER, INC. DBA WESTSIDE PHARMACY CASH BALANCE PLAN [EIN = 990209413]
• WILLIAM J. FORD-SUSSMAN PROFIT SHARING PLAN [EIN = 811014290]
• WILLIAM J. RAHAL, M.D., P.C. 401(K) PROFIT SHARING PLAN [EIN = 812964891]
• WILLIAM J. BAIER, M.D. PLLC PROFIT SHARING & 401(K) PLAN [EIN = 205838384]
• WILLIAM J. RAHAL, M.D., P.C. CASH BALANCE PENSION PLAN [EIN = 812964891]
• WILLIAM J. HAGERTY, INC. SOCA BENEFIT PLAN [EIN = 310808092]
• WILLIAM J. HIRSCH, JR. INC. 401K PLAN [EIN = 542064751]
• WILLIAM J. FORD-SUSSMAN PROFIT SHARING PLAN [EIN = 832794884]
• WILLIAM J. OKTAVEC MD 401(K) PLAN [EIN = 593399819]
• WILLIAM J. WHITNEY, D.D.S. 401(K) RETIREMENT PLAN [EIN = 833398823]
• WILLIAM J. DOHERTY, DDS, PC 401(K) PLAN [EIN = 831136890]
• WILLIAM J. SOMERSET, DO, PC QUALIFIED PLAN [EIN = 202557887]
• WILLIAM J. HIRSCH, JR. LLC 401K PLAN [EIN = 854209284]
• WILLIAM J. WHITE EDUCATIONAL AND BEHAVIORAL CONSULTING SERVICES, INC. EMPLOYEE GROUP MEDICAL PLAN [EIN = 020495095]
• WILLIAM J. CIRIELLO PLUMBING, CO. INC. 401K PLAN [EIN = 352001652]
• WILLIAM J. WHITE EDUCATIONAL & BEHAVIORAL CONSULTING SERVICES, INC 401(K) PLAN [EIN = 020495095]
• WILLIAM J. WALSH & SONS, INC. 401(K) PLAN [EIN = 043566846]
• WILLIAM J. WHITE EDUCATIONAL AND BEHAVIORAL CONSULTING SERVICES, INC. GROUP INSURANCE PLAN (502) [EIN = 020495095]

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