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HAGGERTY, HAGGERTY AND MASCHMEYER 401k Plan overview

Plan NameHAGGERTY, HAGGERTY AND MASCHMEYER
Plan identification number 001

HAGGERTY, HAGGERTY AND MASCHMEYER 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(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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

HAGGERTY, HAGGERTY has sponsored the creation of one or more 401k plans.

Company Name:HAGGERTY, HAGGERTY
Employer identification number (EIN):351772192
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAGGERTY, HAGGERTY AND MASCHMEYER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAY HAGGERTY2024-07-18 JAY HAGGERTY2024-07-18
0012022-01-01JAY HAGGERTY2023-07-12 JAY HAGGERTY2023-07-12
0012021-01-01WILLIAM A MASCHMEYER2022-06-27 WILLIAM A MASCHMEYER2022-06-27
0012020-01-01WILLIAM A MASCHMEYER2021-09-20
0012019-01-01WILLIAM A. MASCHMEYER2020-07-23 WILLIAM A. MASCHMEYER2020-07-23
0012018-01-01WILLIAM MASCHMEYER2019-07-03 WILLIAM MASCHMEYER2019-07-03
0012017-01-01WILLIAM MASCHMEYER2018-07-25 WILLIAM MASCHMEYER2018-07-25
0012016-01-01WILLIAM A MASCHMEYER2017-07-18 WILLIAM A MASCHMEYER2017-07-18
0012015-01-01WILLIAM A. MASCHMYER
0012014-01-01WILLIAM A. MASCHMEYER
0012013-01-01WILLIAM A MASCHMEYER WILLIAM A MASCHMEYER2014-07-22
0012012-01-01WILLIAM A MASCHMEYER
0012011-01-01WILLIAM A MASCHMEYER WILLIAM A MASCHMEYER2012-07-10
0012010-01-01WILLIAM A MASCHMEYER
0012009-01-01WILLIAM A MASCHMEYER

Plan Statistics for HAGGERTY, HAGGERTY AND MASCHMEYER

401k plan membership statisitcs for HAGGERTY, HAGGERTY AND MASCHMEYER

Measure Date Value
2015: HAGGERTY, HAGGERTY AND MASCHMEYER 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HAGGERTY, HAGGERTY AND MASCHMEYER 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HAGGERTY, HAGGERTY AND MASCHMEYER 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HAGGERTY, HAGGERTY AND MASCHMEYER 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HAGGERTY, HAGGERTY AND MASCHMEYER 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HAGGERTY, HAGGERTY AND MASCHMEYER 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016
Number of participants with account balances2010-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HAGGERTY, HAGGERTY AND MASCHMEYER 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HAGGERTY, HAGGERTY AND MASCHMEYER

Measure Date Value
2015 : HAGGERTY, HAGGERTY AND MASCHMEYER 2015 401k financial data
Total income from all sources2015-12-31$17,444
Expenses. Total of all expenses incurred2015-12-31$19,915
Benefits paid (including direct rollovers)2015-12-31$13,315
Total plan assets at end of year2015-12-31$824,521
Total plan assets at beginning of year2015-12-31$826,992
Value of fidelity bond covering the plan2015-12-31$87,039
Other income received2015-12-31$-12,767
Net income (gross income less expenses)2015-12-31$-2,471
Net plan assets at end of year (total assets less liabilities)2015-12-31$824,521
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$826,992
Assets. Value of participant loans2015-12-31$9,266
Total contributions received or receivable from employer(s)2015-12-31$30,211
Value of certain deemed distributions of participant loans2015-12-31$6,600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : HAGGERTY, HAGGERTY AND MASCHMEYER 2014 401k financial data
Total income from all sources2014-12-31$71,979
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$826,992
Total plan assets at beginning of year2014-12-31$755,013
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$40,528
Net income (gross income less expenses)2014-12-31$71,979
Net plan assets at end of year (total assets less liabilities)2014-12-31$826,992
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$755,013
Assets. Value of participant loans2014-12-31$21,332
Total contributions received or receivable from employer(s)2014-12-31$31,451
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
2013 : HAGGERTY, HAGGERTY AND MASCHMEYER 2013 401k financial data
Total income from all sources2013-12-31$98,296
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$755,013
Total plan assets at beginning of year2013-12-31$656,717
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$69,612
Net income (gross income less expenses)2013-12-31$98,296
Net plan assets at end of year (total assets less liabilities)2013-12-31$755,013
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$656,717
Assets. Value of participant loans2013-12-31$21,067
Total contributions received or receivable from employer(s)2013-12-31$28,684
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : HAGGERTY, HAGGERTY AND MASCHMEYER 2012 401k financial data
Total income from all sources2012-12-31$71,686
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$656,717
Total plan assets at beginning of year2012-12-31$585,031
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$43,060
Net income (gross income less expenses)2012-12-31$71,686
Net plan assets at end of year (total assets less liabilities)2012-12-31$656,717
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$585,031
Assets. Value of participant loans2012-12-31$20,639
Total contributions received or receivable from employer(s)2012-12-31$28,626
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
2011 : HAGGERTY, HAGGERTY AND MASCHMEYER 2011 401k financial data
Total income from all sources2011-12-31$39,462
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$585,031
Total plan assets at beginning of year2011-12-31$545,569
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$11,091
Net income (gross income less expenses)2011-12-31$39,462
Net plan assets at end of year (total assets less liabilities)2011-12-31$585,031
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$545,569
Assets. Value of participant loans2011-12-31$16,801
Total contributions received or receivable from employer(s)2011-12-31$28,371
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
2010 : HAGGERTY, HAGGERTY AND MASCHMEYER 2010 401k financial data
Total income from all sources2010-12-31$80,992
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$545,569
Total plan assets at beginning of year2010-12-31$464,577
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$53,691
Net income (gross income less expenses)2010-12-31$80,992
Net plan assets at end of year (total assets less liabilities)2010-12-31$545,569
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$464,577
Assets. Value of participant loans2010-12-31$24,363
Total contributions received or receivable from employer(s)2010-12-31$27,301
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0

Form 5500 Responses for HAGGERTY, HAGGERTY AND MASCHMEYER

2015: HAGGERTY, HAGGERTY AND MASCHMEYER 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HAGGERTY, HAGGERTY AND MASCHMEYER 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HAGGERTY, HAGGERTY AND MASCHMEYER 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HAGGERTY, HAGGERTY AND MASCHMEYER 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HAGGERTY, HAGGERTY AND MASCHMEYER 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HAGGERTY, HAGGERTY AND MASCHMEYER 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HAGGERTY, HAGGERTY AND MASCHMEYER 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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