401k Plan data: DUNCAN FINANCIAL GROUP 401(K) PLAN plan

DUNCAN FINANCIAL GROUP 401(K) PLAN 401k Plan overview

Plan Name	DUNCAN FINANCIAL GROUP 401(K) PLAN
Plan identification number	001

DUNCAN FINANCIAL GROUP 401(K) 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DUNCAN FINANCIAL GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: DUNCAN FINANCIAL GROUP, LLC

Employer identification number (EIN): 251851533

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DUNCAN FINANCIAL GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 DANIEL VECCHIO 2020-10-15 DANIEL VECCHIO 2020-10-15
001 2018-01-01 DANIEL VECCHIO 2019-09-09 DANIEL VECCHIO 2019-09-09
001 2017-01-01 DANIEL VECCHIO 2018-09-06
001 2016-01-01 DANIEL VECCHIO 2017-09-27
001 2015-01-01 DANIEL VECCHIO 2016-09-27
001 2014-01-01 DANIEL VECCHIO 2015-09-04
001 2013-01-01 DANIEL VECCHIO 2014-10-08
001 2012-01-01 DANIEL VECCHIO 2013-09-24 DANIEL VECCHIO 2013-09-24
001 2011-01-01 DANIEL VECCHIO 2012-10-09
001 2010-01-01 DANIEL VECCHIO 2011-09-21 DANIEL VECCHIO 2011-09-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	DANIEL VECCHIO	2020-10-15	DANIEL VECCHIO	2020-10-15
001	2018-01-01	DANIEL VECCHIO	2019-09-09	DANIEL VECCHIO	2019-09-09
001	2017-01-01	DANIEL VECCHIO	2018-09-06
001	2016-01-01	DANIEL VECCHIO	2017-09-27
001	2015-01-01	DANIEL VECCHIO	2016-09-27
001	2014-01-01	DANIEL VECCHIO	2015-09-04
001	2013-01-01	DANIEL VECCHIO	2014-10-08
001	2012-01-01	DANIEL VECCHIO	2013-09-24	DANIEL VECCHIO	2013-09-24
001	2011-01-01	DANIEL VECCHIO	2012-10-09
001	2010-01-01	DANIEL VECCHIO	2011-09-21	DANIEL VECCHIO	2011-09-21

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Company Name:	DUNCAN FINANCIAL GROUP, LLC
Employer identification number (EIN):	251851533
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages