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THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 401k Plan overview

Plan NameTHE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN
Plan identification number 001

THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

THE HOFFMAN AGENCY has sponsored the creation of one or more 401k plans.

Company Name:THE HOFFMAN AGENCY
Employer identification number (EIN):770474127
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LYDIA LAU2023-07-31
0012021-01-01LYDIA LAU2022-05-29
0012020-01-01LYDIA LAU2021-04-27
0012019-01-01
0012018-01-01
0012017-01-01LYDIA LAU
0012016-01-01LYDIA LAU
0012015-01-01LYDIA LAU
0012014-01-01LYDIA LAU LYDIA LAU2015-08-31
0012013-01-01LYDIA LAU
0012012-01-01LYDIA LAU
0012011-01-01LYDIA LAU
0012009-01-01LEON HUNT
0012008-01-01LEON HUNT
0012007-01-01LEON HUNT

Plan Statistics for THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN

401k plan membership statisitcs for THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN

Measure Date Value
2019: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0145
Total number of active participants reported on line 7a of the Form 55002019-01-0136
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0144
Number of participants with account balances2019-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0144
Total number of active participants reported on line 7a of the Form 55002018-01-0135
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0143
Number of participants with account balances2018-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0145
Total number of active participants reported on line 7a of the Form 55002017-01-0134
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0142
Number of participants with account balances2017-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0140
Total number of active participants reported on line 7a of the Form 55002016-01-0131
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0131
Number of participants with account balances2016-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0141
Total number of active participants reported on line 7a of the Form 55002015-01-0130
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0140
Number of participants with account balances2015-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0144
Total number of active participants reported on line 7a of the Form 55002014-01-0127
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0139
Number of participants with account balances2014-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0151
Total number of active participants reported on line 7a of the Form 55002013-01-0120
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0144
Number of participants with account balances2013-01-0140
2012: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0151
Total number of active participants reported on line 7a of the Form 55002012-01-0119
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-0151
Total participants2012-01-0151
Number of participants with account balances2012-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0149
Total number of active participants reported on line 7a of the Form 55002011-01-0123
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0151
Number of participants with account balances2011-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0151
Total number of active participants reported on line 7a of the Form 55002009-01-0128
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0147
Number of participants with account balances2009-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011
2008: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0152
Total number of active participants reported on line 7a of the Form 55002008-01-0132
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0119
Total of all active and inactive participants2008-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0151
Number of participants with account balances2008-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-012
2007: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0150
Total number of active participants reported on line 7a of the Form 55002007-01-0141
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-0111
Total of all active and inactive participants2007-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0152
Number of participants with account balances2007-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-012

Financial Data on THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN

Measure Date Value
2019 : THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$1,130
Total plan liabilities at beginning of year2019-12-31$1,130
Total income from all sources2019-12-31$455,324
Expenses. Total of all expenses incurred2019-12-31$14,837
Benefits paid (including direct rollovers)2019-12-31$12,171
Total plan assets at end of year2019-12-31$2,682,073
Total plan assets at beginning of year2019-12-31$2,241,586
Value of fidelity bond covering the plan2019-12-31$300,000
Total contributions received or receivable from participants2019-12-31$154,591
Assets. Value of loans (other than to participants)2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$300,733
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$440,487
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,680,943
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,240,456
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$1,914
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$752
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$1,130
Total plan liabilities at beginning of year2018-12-31$1,130
Total income from all sources2018-12-31$78,988
Expenses. Total of all expenses incurred2018-12-31$617,944
Benefits paid (including direct rollovers)2018-12-31$617,204
Total plan assets at end of year2018-12-31$2,241,586
Total plan assets at beginning of year2018-12-31$2,780,542
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$125,153
Assets. Value of loans (other than to participants)2018-12-31$193,240
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$1,353
Other income received2018-12-31$-47,518
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-538,956
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,240,456
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,779,412
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$740
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$1,130
Total plan liabilities at beginning of year2017-12-31$1,085
Total income from all sources2017-12-31$436,308
Expenses. Total of all expenses incurred2017-12-31$64,862
Benefits paid (including direct rollovers)2017-12-31$64,277
Total plan assets at end of year2017-12-31$2,780,542
Total plan assets at beginning of year2017-12-31$2,409,051
Value of fidelity bond covering the plan2017-12-31$750,000
Total contributions received or receivable from participants2017-12-31$123,241
Assets. Value of loans (other than to participants)2017-12-31$349,597
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$31,543
Other income received2017-12-31$281,524
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$371,446
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,779,412
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,407,966
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$585
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$1,085
Total plan liabilities at beginning of year2016-12-31$1,085
Total income from all sources2016-12-31$243,104
Expenses. Total of all expenses incurred2016-12-31$48,614
Benefits paid (including direct rollovers)2016-12-31$48,205
Total plan assets at end of year2016-12-31$2,409,051
Total plan assets at beginning of year2016-12-31$2,214,561
Value of fidelity bond covering the plan2016-12-31$750,000
Total contributions received or receivable from participants2016-12-31$87,362
Assets. Value of loans (other than to participants)2016-12-31$455,688
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$155,742
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$194,490
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,407,966
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,213,476
Assets. Value of participant loans2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$409
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$1,085
Total plan liabilities at beginning of year2015-12-31$1,085
Total income from all sources2015-12-31$83,685
Expenses. Total of all expenses incurred2015-12-31$534,802
Benefits paid (including direct rollovers)2015-12-31$533,994
Total plan assets at end of year2015-12-31$2,214,561
Total plan assets at beginning of year2015-12-31$2,665,678
Value of fidelity bond covering the plan2015-12-31$750,000
Total contributions received or receivable from participants2015-12-31$112,332
Assets. Value of loans (other than to participants)2015-12-31$482,556
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-28,647
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-451,117
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,213,476
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,664,593
Assets. Value of participant loans2015-12-31$5,451
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$808
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$1,085
Total plan liabilities at beginning of year2014-12-31$1,085
Total income from all sources2014-12-31$251,846
Expenses. Total of all expenses incurred2014-12-31$380,241
Benefits paid (including direct rollovers)2014-12-31$378,752
Total plan assets at end of year2014-12-31$2,665,678
Total plan assets at beginning of year2014-12-31$2,794,073
Value of fidelity bond covering the plan2014-12-31$750,000
Total contributions received or receivable from participants2014-12-31$88,640
Assets. Value of loans (other than to participants)2014-12-31$504,430
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$163,206
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-128,395
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,664,593
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,792,988
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,489
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$1,085
Total plan liabilities at beginning of year2013-12-31$1,085
Total income from all sources2013-12-31$456,846
Expenses. Total of all expenses incurred2013-12-31$242,958
Benefits paid (including direct rollovers)2013-12-31$242,132
Total plan assets at end of year2013-12-31$2,794,073
Total plan assets at beginning of year2013-12-31$2,580,185
Value of fidelity bond covering the plan2013-12-31$750,000
Total contributions received or receivable from participants2013-12-31$81,358
Assets. Value of loans (other than to participants)2013-12-31$511,240
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$375,488
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$213,888
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,792,988
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,579,100
Assets. Value of participant loans2013-12-31$1,263
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$826
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$1,085
Total plan liabilities at beginning of year2012-12-31$9,931
Total income from all sources2012-12-31$356,249
Expenses. Total of all expenses incurred2012-12-31$210,407
Benefits paid (including direct rollovers)2012-12-31$206,394
Total plan assets at end of year2012-12-31$2,580,185
Total plan assets at beginning of year2012-12-31$2,443,189
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$120,614
Assets. Value of loans (other than to participants)2012-12-31$648,695
Expenses. Other expenses not covered elsewhere2012-12-31$7
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$235,635
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$145,842
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,579,100
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,433,258
Assets. Value of participant loans2012-12-31$45,776
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$3,168
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$838
2011 : THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$9,931
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$67,161
Expenses. Total of all expenses incurred2011-12-31$213,879
Benefits paid (including direct rollovers)2011-12-31$207,870
Total plan assets at end of year2011-12-31$2,443,189
Total plan assets at beginning of year2011-12-31$2,579,976
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$118,783
Assets. Value of loans (other than to participants)2011-12-31$685,890
Expenses. Other expenses not covered elsewhere2011-12-31$34
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-51,622
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-146,718
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,433,258
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,579,976
Assets. Value of participant loans2011-12-31$56,897
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,975
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$313,604
Expenses. Total of all expenses incurred2010-12-31$4,969
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$2,579,976
Total plan assets at beginning of year2010-12-31$2,271,341
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$104,066
Assets. Value of loans (other than to participants)2010-12-31$667,525
Expenses. Other expenses not covered elsewhere2010-12-31$32
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$209,538
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$308,635
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,579,976
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,271,341
Assets. Value of participant loans2010-12-31$96,481
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4,937
2009 : THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2008 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
2007 : THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0

Form 5500 Responses for THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN

2019: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: THE HOFFMAN AGENCY EMPLOYEES' 401(K) SAVINGS PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA805289
Policy instance 1
Insurance contract or identification numberGA805289
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,813
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $5,813
Insurance broker organization code?4
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA805289
Policy instance 1
Insurance contract or identification numberGA805289
Number of Individuals Covered30
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,320
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $2,276
Insurance broker organization code?4
Insurance broker nameSECUIRITIES AMERICA INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA805289
Policy instance 1
Insurance contract or identification numberGA805289
Number of Individuals Covered31
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,098
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $10,098
Insurance broker organization code?4
Insurance broker nameFOOTHILL SECURITIES, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA805289
Policy instance 1
Insurance contract or identification numberGA805289
Number of Individuals Covered30
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,964
Commission paid to Insurance BrokerUSD $9,964
Insurance broker organization code?4
Insurance broker nameFOOTHILL SECURITIES, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA805289
Policy instance 1
Insurance contract or identification numberGA805289
Number of Individuals Covered34
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,603
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $9,603
Insurance broker organization code?4
Insurance broker nameFOOTHILL SEC. INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA805289
Policy instance 1
Insurance contract or identification numberGA805289
Number of Individuals Covered33
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,156
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $8,156
Insurance broker organization code?3
Insurance broker nameFOOTHILL SEC. INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA805289
Policy instance 1
Insurance contract or identification numberGA805289
Number of Individuals Covered36
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,453
Total amount of fees paid to insurance companyUSD $0
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA805289
Policy instance 1
Insurance contract or identification numberGA805289
Number of Individuals Covered36
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,001
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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