401k Plan data: DAN BROOKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN plan

DAN BROOKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAN BROOKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

DAN BROOKS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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

DAN BROOKS & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: DAN BROOKS & ASSOCIATES, INC.

Employer identification number (EIN): 621325593

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAN BROOKS & ASSOCIATES, 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 2023-01-01 DAN BROOKS 2024-10-14
001 2022-01-01 DAN BROOKS 2023-10-16
001 2021-01-01 DAN BROOKS 2022-10-14
001 2020-01-01 DAN BROOKS 2021-10-11
001 2019-01-01 DAN BROOKS 2020-10-14
001 2018-01-01 DAN BROOKS 2019-10-04
001 2017-01-01 DAN BROOKS 2018-10-05
001 2017-01-01 DAN BROOKS 2019-10-04
001 2016-01-01 DAN BROOKS 2017-10-13
001 2016-01-01 DAN BROOKS 2019-10-04
001 2015-01-01 DAN BROOKS 2016-10-11
001 2014-01-01 DAN BROOKS 2015-10-14
001 2013-01-01 DAN BROOKS 2014-10-08
001 2012-01-01 DAN BROOKS 2013-10-10
001 2011-01-01 DAN BROOKS 2012-10-08
001 2010-01-01 DAN BROOKS 2011-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	DAN BROOKS	2024-10-14
001	2022-01-01	DAN BROOKS	2023-10-16
001	2021-01-01	DAN BROOKS	2022-10-14
001	2020-01-01	DAN BROOKS	2021-10-11
001	2019-01-01	DAN BROOKS	2020-10-14
001	2018-01-01	DAN BROOKS	2019-10-04
001	2017-01-01	DAN BROOKS	2018-10-05
001	2017-01-01	DAN BROOKS	2019-10-04
001	2016-01-01	DAN BROOKS	2017-10-13
001	2016-01-01	DAN BROOKS	2019-10-04
001	2015-01-01	DAN BROOKS	2016-10-11
001	2014-01-01	DAN BROOKS	2015-10-14
001	2013-01-01	DAN BROOKS	2014-10-08
001	2012-01-01	DAN BROOKS	2013-10-10
001	2011-01-01	DAN BROOKS	2012-10-08
001	2010-01-01	DAN BROOKS	2011-07-27

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Company Name:	DAN BROOKS & ASSOCIATES, INC.
Employer identification number (EIN):	621325593
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages