DURHAM & BATES AGENCIES, INC. 401(K) RETIREMENT PLAN 401k Plan overview
| Plan Name | DURHAM & BATES AGENCIES, INC. 401(K) RETIREMENT PLAN |
| Plan identification number | 001 |
DURHAM & BATES AGENCIES, INC. 401(K) RETIREMENT 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.
- 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.
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401k Sponsoring company profile
DURHAM & BATES AGENCIES, INC. has sponsored the creation of one or more 401k plans.
Additional information about DURHAM & BATES AGENCIES, INC.
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 2057-09-13 |
| Company Identification Number: | 5894316 |
| Legal Registered Office Address: |
720 SW WASHINGTON ST STE 250
PORTLAND
United States of America (USA)
97205
|
More information about DURHAM & BATES AGENCIES, INC.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan DURHAM & BATES AGENCIES, INC. 401(K) RETIREMENT PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2023-01-01 | SOPHIE COWGER | 2024-10-02 | | |
| 001 | 2022-01-01 | SOPHIE COWGER | 2023-09-28 | | |
| 001 | 2021-01-01 | SOPHIE COWGER | 2022-10-05 | | |
| 001 | 2020-01-01 | SOPHIE COWGER | 2021-07-19 | | |
| 001 | 2019-01-01 | SOPHIE COWGER | 2020-08-10 | | |
| 001 | 2018-01-01 | SOPHIE COWGER | 2019-09-13 | | |
| 001 | 2017-01-01 | SOPHIE COWGER | 2018-08-02 | | |
| 001 | 2016-01-01 | SOPHIE COWGER | 2017-08-24 | | |
| 001 | 2015-01-01 | JULIE GREENLEY | 2016-08-22 | | |
| 001 | 2014-01-01 | JULIE GREENLEY | 2015-05-18 | | |
| 001 | 2013-01-01 | JULIE GREENLEY | 2014-07-08 | | |
| 001 | 2012-01-01 | JULIE GREENLEY | 2013-09-10 | | |
| 001 | 2011-01-01 | JULIE GREENLEY | 2012-08-15 | | |
| 001 | 2010-01-01 | JULIE GREENLEY | 2011-03-16 | | |
| 001 | 2009-01-01 | JULIE GREENLEY | | | |
Plan Statistics for DURHAM & BATES AGENCIES, INC. 401(K) RETIREMENT PLAN
401k plan membership statisitcs for DURHAM & BATES AGENCIES, INC. 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2009: DURHAM & BATES AGENCIES, INC. 401(K) RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 38 |
| Number of participants with account balances | 2009-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Financial Data on DURHAM & BATES AGENCIES, INC. 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2009 : DURHAM & BATES AGENCIES, INC. 401(K) RETIREMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Form 5500 Responses for DURHAM & BATES AGENCIES, INC. 401(K) RETIREMENT PLAN
| 2009: DURHAM & BATES AGENCIES, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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