401k Plan data: BROKEN ARROW INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN plan

BROKEN ARROW INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BROKEN ARROW INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

BROKEN ARROW INSURANCE AGENCY, INC. 401(K) PROFIT SHARING 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

BROKEN ARROW INSURANCE AGENCY INC. has sponsored the creation of one or more 401k plans.

Company Name: BROKEN ARROW INSURANCE AGENCY INC.

Employer identification number (EIN): 730743576

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROKEN ARROW INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TERRY CUPP 2023-09-11 TERRY CUPP 2023-09-11
001 2021-01-01 TERRY CUPP 2022-09-29 TERRY CUPP 2022-09-29
001 2020-01-01 TERRY CUPP 2021-06-03 TERRY CUPP 2021-06-03
001 2019-01-01 TERRY CUPP 2020-09-11
001 2018-01-01 TERRY CUPP 2019-07-02
001 2017-01-01 TERRY CUPP 2018-08-23 TERRRY D CUPP 2018-08-23
001 2016-01-01 TERRY CUPP 2017-07-28
001 2015-10-01 TERRY CUPP 2016-07-28
001 2014-10-01 TERRY CUPP 2015-11-19
001 2013-10-01 JAMES H. BEAVERS 2015-02-17
001 2012-10-01 JAMES H. BEAVERS 2014-01-28
001 2011-10-01 JAMES H. BEAVERS 2013-03-21
001 2010-10-01 JAMES H. BEAVERS 2012-04-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	TERRY CUPP	2023-09-11	TERRY CUPP	2023-09-11
001	2021-01-01	TERRY CUPP	2022-09-29	TERRY CUPP	2022-09-29
001	2020-01-01	TERRY CUPP	2021-06-03	TERRY CUPP	2021-06-03
001	2019-01-01	TERRY CUPP	2020-09-11
001	2018-01-01	TERRY CUPP	2019-07-02
001	2017-01-01	TERRY CUPP	2018-08-23	TERRRY D CUPP	2018-08-23
001	2016-01-01	TERRY CUPP	2017-07-28
001	2015-10-01	TERRY CUPP	2016-07-28
001	2014-10-01	TERRY CUPP	2015-11-19
001	2013-10-01	JAMES H. BEAVERS	2015-02-17
001	2012-10-01	JAMES H. BEAVERS	2014-01-28
001	2011-10-01	JAMES H. BEAVERS	2013-03-21
001	2010-10-01	JAMES H. BEAVERS	2012-04-05

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Company Name:	BROKEN ARROW INSURANCE AGENCY INC.
Employer identification number (EIN):	730743576
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages