Original filing (PDF)20231025153244NAL0006671601001

HUGHES INSURANCE AGENCY, INC

Name: HUGHES INSURANCE AGENCY, INC — HUGHES INSURANCE AGENCY INC 401K PLAN, Form 5500 (2022)
Creator: HUGHES INSURANCE AGENCY, INC

Form 5500-SF

FILING_RECEIVED

HUGHES INSURANCE AGENCY INC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUGHES INSURANCE AGENCY, INC.

Plan sponsor

Name

HUGHES INSURANCE AGENCY, INC

EIN

14-1437914

Address

328 BAY ROAD PO BOX 4630 · QUEENSBURY, NY · 12804

Phone

(518) 793-3131

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

SWANSON INSURANCE GROUP LLC

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

$1.1M · 12 participants

NEVILLE & ASSOCIATES, INC.

NEVILLE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

$1.1M · 3 participants

SCOTT LITMAN INSURANCE AGENCY, INC.

SCOTT LITMAN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

$1.1M · 8 participants

SOUTH FLORIDA CASUALTY, INC

$1.1M · 12 participants

SAX BENEFITS GROUP, INC

SAX BENEFITS GROUP, INC 401K PLAN