401k Plan data: HOMER T. BROWN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST plan

HOMER T. BROWN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	HOMER T. BROWN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	003

HOMER T. BROWN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 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.
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

HOMER T. BROWN INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name: HOMER T. BROWN INSURANCE AGENCY, INC.

Employer identification number (EIN): 042649820

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOMER T. BROWN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01 ELLEN E. KLINGAMAN 2016-10-11
003 2014-01-01 MARCIA S. WALSH 2015-09-29
003 2013-01-01 MARCIA S. WALSH 2014-09-19
003 2012-01-01 MARCIA S. WALSH 2013-10-07
003 2011-01-01 MARCIA S. WALSH 2013-01-14 MARCIA S. WALSH 2013-01-14
003 2010-01-01 MARCIA S. WALSH 2011-10-11 MARCIA S. WALSH 2011-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01	ELLEN E. KLINGAMAN	2016-10-11
003	2014-01-01	MARCIA S. WALSH	2015-09-29
003	2013-01-01	MARCIA S. WALSH	2014-09-19
003	2012-01-01	MARCIA S. WALSH	2013-10-07
003	2011-01-01	MARCIA S. WALSH	2013-01-14	MARCIA S. WALSH	2013-01-14
003	2010-01-01	MARCIA S. WALSH	2011-10-11	MARCIA S. WALSH	2011-10-11

Financial Data on HOMER T. BROWN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2025 : HOMER T. BROWN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-09-26	0
Net assets as of the end of the plan year	2025-09-26	938897
Total assets as of the beginning of the plan year	2025-09-26	830188
Value of plan covered by a fidelity bond	2025-09-26	100000
Participant contributions to plan in this plan year	2025-09-26	4200
Other income to plan in this plan year	2025-09-26	44445
Plan net income in this plan year	2025-09-26	108709
Net assets as of the end of the plan year	2025-09-26	938897
Net assets as of the beginning of the plan year	2025-09-26	830188
Employer contributions to plan in this plan year	2025-09-26	60064
2024 : HOMER T. BROWN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-09	0
Net assets as of the end of the plan year	2024-10-09	830188
Total assets as of the beginning of the plan year	2024-10-09	703651
Value of plan covered by a fidelity bond	2024-10-09	80000
Participant contributions to plan in this plan year	2024-10-09	4050
Other income to plan in this plan year	2024-10-09	63738
Plan net income in this plan year	2024-10-09	126537
Net assets as of the end of the plan year	2024-10-09	830188
Net assets as of the beginning of the plan year	2024-10-09	703651
Employer contributions to plan in this plan year	2024-10-09	58749
2022 : HOMER T. BROWN INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-09-15	0
Net assets as of the end of the plan year	2022-09-15	761702
Total assets as of the beginning of the plan year	2022-09-15	658727
Value of plan covered by a fidelity bond	2022-09-15	80000
Participant contributions to plan in this plan year	2022-09-15	3900
Other income to plan in this plan year	2022-09-15	40150
Plan net income in this plan year	2022-09-15	102975
Net assets as of the end of the plan year	2022-09-15	761702
Net assets as of the beginning of the plan year	2022-09-15	658727
Employer contributions to plan in this plan year	2022-09-15	58925

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Company Name:	HOMER T. BROWN INSURANCE AGENCY, INC.
Employer identification number (EIN):	042649820
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages