401k Plan data: DUNBAR & SMITH, INC. 401K PLAN plan

DUNBAR & SMITH, INC. 401K PLAN 401k Plan overview

Plan Name	DUNBAR & SMITH, INC. 401K PLAN
Plan identification number	001

DUNBAR & SMITH, INC. 401K 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.
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

DUNBAR & SMITH, INC. has sponsored the creation of one or more 401k plans.

Company Name: DUNBAR & SMITH, INC.

Employer identification number (EIN): 561338866

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DUNBAR & SMITH, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 HIGHSMITH WINDLEY DUNBAR 2024-06-14
001 2022-01-01 H WINDLEY DUNBAR 2023-04-21
001 2021-01-01 H WINDLEY DUNBAR 2022-05-05
001 2020-01-01 H WINDLEY DUNBAR 2021-06-29 H WINDLEY DUNBAR 2021-06-29
001 2019-01-01 H WINDLEY DUNBAR 2020-07-21 H WINDLEY DUNBAR 2020-07-21
001 2018-01-01 H. WINDLEY DUNBAR 2019-07-12 H. WINDLEY DUNBAR 2019-07-12
001 2017-01-01 H. WINDLEY DUNBAR 2018-07-24 H. WINDLEY DUNBAR 2018-07-24
001 2016-01-01 LORA DUNBAR 2017-07-07 LORA DUNBAR 2017-07-07
001 2015-01-01 H WINDLEY DUNBAR 2016-07-13 H WINDLEY DUNBAR 2016-07-13
001 2014-01-01 LORA DUNBAR 2015-06-11 H WINDLEY DUNBAR 2015-06-11
001 2013-01-01 LORA DUNBAR 2014-04-02
001 2012-01-01 LORA DUNBAR 2013-03-14 WINDLEY DUNBAR 2013-03-14
001 2011-01-01 H WINDLEY DUNBAR 2012-03-13 H WINDLEY DUNBAR 2012-03-13
001 2010-01-01 H WINDLEY DUNBAR 2011-05-24 H WINDLEY DUNBAR 2011-05-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	HIGHSMITH WINDLEY DUNBAR	2024-06-14
001	2022-01-01	H WINDLEY DUNBAR	2023-04-21
001	2021-01-01	H WINDLEY DUNBAR	2022-05-05
001	2020-01-01	H WINDLEY DUNBAR	2021-06-29	H WINDLEY DUNBAR	2021-06-29
001	2019-01-01	H WINDLEY DUNBAR	2020-07-21	H WINDLEY DUNBAR	2020-07-21
001	2018-01-01	H. WINDLEY DUNBAR	2019-07-12	H. WINDLEY DUNBAR	2019-07-12
001	2017-01-01	H. WINDLEY DUNBAR	2018-07-24	H. WINDLEY DUNBAR	2018-07-24
001	2016-01-01	LORA DUNBAR	2017-07-07	LORA DUNBAR	2017-07-07
001	2015-01-01	H WINDLEY DUNBAR	2016-07-13	H WINDLEY DUNBAR	2016-07-13
001	2014-01-01	LORA DUNBAR	2015-06-11	H WINDLEY DUNBAR	2015-06-11
001	2013-01-01	LORA DUNBAR	2014-04-02
001	2012-01-01	LORA DUNBAR	2013-03-14	WINDLEY DUNBAR	2013-03-14
001	2011-01-01	H WINDLEY DUNBAR	2012-03-13	H WINDLEY DUNBAR	2012-03-13
001	2010-01-01	H WINDLEY DUNBAR	2011-05-24	H WINDLEY DUNBAR	2011-05-24

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Company Name:	DUNBAR & SMITH, INC.
Employer identification number (EIN):	561338866
NAIC Classification:	236200