401k Plan data: DALE BARTON AGENCY 401(K) PLAN plan

DALE BARTON AGENCY 401(K) PLAN 401k Plan overview

Plan Name	DALE BARTON AGENCY 401(K) PLAN
Plan identification number	002

DALE BARTON AGENCY 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

DALE BARTON AGENCY INC has sponsored the creation of one or more 401k plans.

Company Name: DALE BARTON AGENCY INC

Employer identification number (EIN): 870406240

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about DALE BARTON AGENCY INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 1693689

More information about DALE BARTON AGENCY INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DALE BARTON AGENCY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-04-01 JAMIEN CLARK 2024-02-12 JAMIE CLARK 2024-02-12
002 2021-04-01 JAMIE CLARK 2022-11-22 JAMIE CLARK 2022-11-22
002 2020-04-01 JAMIE CLARK 2021-10-26 JAMIE CLARK 2021-10-26
002 2019-04-01 JAMIE CLARK 2020-10-01 JAMIE CLARK 2020-10-01
002 2018-04-01 JAMIE CLARK 2020-01-14
002 2017-04-01 DENISE HOLLEY 2018-07-26 SAMUEL W CLARK, JR. 2018-07-26
002 2016-04-01 DENISE HOLLEY 2017-10-13 SAMUEL W CLARK, JR. 2017-10-13
002 2016-04-01 DENISE HOLLEY 2017-09-14 SAMUEL W CLARK, JR. 2017-09-14
002 2015-04-01 DENISE HOLLEY 2016-08-16 SAMUEL W. CLARK, JR. 2016-08-16
002 2014-04-01 DENISE HOLLEY 2015-08-19 SAMUEL W. CLARK JR 2015-08-19
002 2013-04-01 DENISE HOLLEY 2014-08-08 SAMUEL W. CLARK 2014-08-08
002 2012-04-01 DENISE HOLLEY 2013-08-26 SAMUEL WAYNE CLARK 2013-08-26
002 2011-04-01 DENISE HOLLEY 2012-08-01 SAMUEL W. CLARK, JR. 2012-08-01
002 2010-04-01 DENISE HOLLEY 2011-08-02 SAMUEL W. CLARK, JR. 2011-08-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-04-01	JAMIEN CLARK	2024-02-12	JAMIE CLARK	2024-02-12
002	2021-04-01	JAMIE CLARK	2022-11-22	JAMIE CLARK	2022-11-22
002	2020-04-01	JAMIE CLARK	2021-10-26	JAMIE CLARK	2021-10-26
002	2019-04-01	JAMIE CLARK	2020-10-01	JAMIE CLARK	2020-10-01
002	2018-04-01	JAMIE CLARK	2020-01-14
002	2017-04-01	DENISE HOLLEY	2018-07-26	SAMUEL W CLARK, JR.	2018-07-26
002	2016-04-01	DENISE HOLLEY	2017-10-13	SAMUEL W CLARK, JR.	2017-10-13
002	2016-04-01	DENISE HOLLEY	2017-09-14	SAMUEL W CLARK, JR.	2017-09-14
002	2015-04-01	DENISE HOLLEY	2016-08-16	SAMUEL W. CLARK, JR.	2016-08-16
002	2014-04-01	DENISE HOLLEY	2015-08-19	SAMUEL W. CLARK JR	2015-08-19
002	2013-04-01	DENISE HOLLEY	2014-08-08	SAMUEL W. CLARK	2014-08-08
002	2012-04-01	DENISE HOLLEY	2013-08-26	SAMUEL WAYNE CLARK	2013-08-26
002	2011-04-01	DENISE HOLLEY	2012-08-01	SAMUEL W. CLARK, JR.	2012-08-01
002	2010-04-01	DENISE HOLLEY	2011-08-02	SAMUEL W. CLARK, JR.	2011-08-02

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Company Name:	DALE BARTON AGENCY INC
Employer identification number (EIN):	870406240
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	1693689