401k Plan data: FALCON INSURANCE AGENCY OF DALLAS 401(K) PLAN plan

FALCON INSURANCE AGENCY OF DALLAS 401(K) PLAN 401k Plan overview

Plan Name	FALCON INSURANCE AGENCY OF DALLAS 401(K) PLAN
Plan identification number	001

FALCON INSURANCE AGENCY OF DALLAS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FALCON INSURANCE AGENCY OF DALLAS, INC. has sponsored the creation of one or more 401k plans.

Company Name: FALCON INSURANCE AGENCY OF DALLAS, INC.

Employer identification number (EIN): 742044111

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FALCON INSURANCE AGENCY OF DALLAS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 F THOMAS BRADSHAW 2019-09-16 F THOMAS BRADSHAW 2019-09-16
001 2017-01-01 TOM BRADSHAW 2018-10-15 TOM BRADSHAW 2018-10-15
001 2016-01-01 F THOMAS BRADSHAW 2017-10-16 F THOMAS BRADSHAW 2017-10-16
001 2015-01-01 F. THOMAS BRADSHAW 2016-10-14
001 2014-01-01 F. THOMAS BRADSHAW 2015-10-08
001 2013-01-01 JOHN ALLEN 2014-10-13
001 2012-01-01 JOHN ALLEN 2013-10-15
001 2011-01-01 JOHN ALLEN 2012-10-15
001 2010-01-01 JOHN ALLEN 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	F THOMAS BRADSHAW	2019-09-16	F THOMAS BRADSHAW	2019-09-16
001	2017-01-01	TOM BRADSHAW	2018-10-15	TOM BRADSHAW	2018-10-15
001	2016-01-01	F THOMAS BRADSHAW	2017-10-16	F THOMAS BRADSHAW	2017-10-16
001	2015-01-01	F. THOMAS BRADSHAW	2016-10-14
001	2014-01-01	F. THOMAS BRADSHAW	2015-10-08
001	2013-01-01	JOHN ALLEN	2014-10-13
001	2012-01-01	JOHN ALLEN	2013-10-15
001	2011-01-01	JOHN ALLEN	2012-10-15
001	2010-01-01	JOHN ALLEN	2011-10-17

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Company Name:	FALCON INSURANCE AGENCY OF DALLAS, INC.
Employer identification number (EIN):	742044111
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages