401k Plan data: DENNIS R. SHIELS & ASSOCIATES, INC. PROFIT SHARIN PLAN plan

DENNIS R. SHIELS & ASSOCIATES, INC. PROFIT SHARIN PLAN 401k Plan overview

Plan Name	DENNIS R. SHIELS & ASSOCIATES, INC. PROFIT SHARIN PLAN
Plan identification number	001

DENNIS R. SHIELS & ASSOCIATES, INC. PROFIT SHARIN PLAN Benefits

401k Plan Type

Defined 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(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.
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.
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

DENNIS R. SHIELS & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: DENNIS R. SHIELS & ASSOCIATES

Employer identification number (EIN): 311066968

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DENNIS R. SHIELS & ASSOCIATES, INC. PROFIT SHARIN PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-04-01 DENNIS SHIELS 2024-01-08
001 2021-04-01 DENNIS SHIELS 2023-01-17
001 2020-04-01 DENNIS SHIELS 2021-12-29
001 2019-04-01 DENNIS R. SHIELS 2020-10-01
001 2018-04-01 DENNIS R. SHIELS 2019-12-27
001 2017-04-01 KATHLEEN A. BERGER 2019-01-08 DENNIS R. SHIELS 2019-01-08
001 2016-04-01 KATHLEEN A. BERGER 2018-01-11 KATHLEEN A. BERGER 2018-01-11
001 2016-04-01 KATHLEEN A. BERGER 2018-01-11 KATHLEEN A. BERGER 2018-01-11
001 2015-04-01 DENNIS R.SHIELS 2017-01-16 DENNIS R. SHIELS 2017-01-16
001 2014-04-01 DENNIS R. SHIELS 2015-09-24
001 2013-04-01 DENNIS R. SHIELS 2014-10-13
001 2012-04-01 DENNIS R. SHIELS 2014-06-20 DENNIS R. SHIELS 2014-06-20
001 2011-04-01 DENNIS R. SHIELS 2012-10-05 DENNIS R. SHIELS 2012-10-05
001 2010-04-01 DENNIS R. SHIELS 2011-09-13 DENNIS R. SHIELS 2011-09-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-04-01	DENNIS SHIELS	2024-01-08
001	2021-04-01	DENNIS SHIELS	2023-01-17
001	2020-04-01	DENNIS SHIELS	2021-12-29
001	2019-04-01	DENNIS R. SHIELS	2020-10-01
001	2018-04-01	DENNIS R. SHIELS	2019-12-27
001	2017-04-01	KATHLEEN A. BERGER	2019-01-08	DENNIS R. SHIELS	2019-01-08
001	2016-04-01	KATHLEEN A. BERGER	2018-01-11	KATHLEEN A. BERGER	2018-01-11
001	2016-04-01	KATHLEEN A. BERGER	2018-01-11	KATHLEEN A. BERGER	2018-01-11
001	2015-04-01	DENNIS R.SHIELS	2017-01-16	DENNIS R. SHIELS	2017-01-16
001	2014-04-01	DENNIS R. SHIELS	2015-09-24
001	2013-04-01	DENNIS R. SHIELS	2014-10-13
001	2012-04-01	DENNIS R. SHIELS	2014-06-20	DENNIS R. SHIELS	2014-06-20
001	2011-04-01	DENNIS R. SHIELS	2012-10-05	DENNIS R. SHIELS	2012-10-05
001	2010-04-01	DENNIS R. SHIELS	2011-09-13	DENNIS R. SHIELS	2011-09-13

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Company Name:	DENNIS R. SHIELS & ASSOCIATES
Employer identification number (EIN):	311066968
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages