Original filing (PDF)20241106163756NAL0006003187001

DENNIA BEARD AGENCY LLC

Name: DENNIA BEARD AGENCY LLC — DENNIA BEARD AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: DENNIA BEARD AGENCY LLC

Form 5500-SF

FILING_RECEIVED

DENNIA BEARD AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$251K

Net assets (EOY)

$251K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DENNIA BEARD AGENCY LLC.

Plan sponsor

Name

DENNIA BEARD AGENCY LLC

EIN

46-1055357

Address

1408 MILITARY ROAD · BENTON, AR · 72015

Phone

(501) 778-6606

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-11-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

AMBER FLOORING INC

AMBER FLOORING INC 401(K) PROFIT SHARING PLAN & TRUST

$251K · 84 participants

HENRY AND RILLA WHITE YOUTH FO

HENRY AND RILLA WHITE YOUTH FO 401(K) PROFIT SHARING PLAN & TRUST

$251K · 15 participants

CHRISTOPHER R SHAMOON

CHRISTOPHER R SHAMOON 401(K) PROFIT SHARING PLAN & TRUST

$251K · 4 participants

LEONARD J STRANDBERG CONSULTIN

LEONARD J STRANDBERG CONSULTIN 401(K) PROFIT SHARING PLAN & TRUST

$251K · 24 participants

ATLAS POOL CARE INC