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| Plan Name | BENEFITS BROKER, INC. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | BENEFITS BROKER, INC. |
| Employer identification number (EIN): | 202170589 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about BENEFITS BROKER, INC.
| Jurisdiction of Incorporation: | Colorado Department of State |
| Incorporation Date: | 2005-01-17 |
| Company Identification Number: | 20051025413 |
| Legal Registered Office Address: |
239 W Winterhaven Dr Pueblo United States of America (USA) 81007 |
More information about BENEFITS BROKER, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | STEVE SHIRLEY | 2024-04-22 | ||
| 001 | 2022-01-01 | STEVE SHIRLEY | 2023-02-06 | ||
| 001 | 2021-01-01 | STEVE SHIRLEY | 2022-03-17 | ||
| 001 | 2020-01-01 | STEVE SHIRLEY | 2021-02-22 | ||
| 001 | 2019-01-01 | STEVE SHIRLEY | 2020-06-03 | ||
| 001 | 2018-01-01 | STEVE SHIRLEY | 2019-04-24 | ||
| 001 | 2017-01-01 | STEVE SHIRLEY | 2018-03-16 | ||
| 001 | 2016-01-01 | STEVE SHIRLEY | 2017-06-14 | ||
| 001 | 2015-01-01 | STEVE SHIRLEY | 2016-06-06 |
| Measure | Date | Value |
|---|---|---|
| 2025 : BENEFITS BROKER, INC. 401(K) PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-08-25 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-25 | 8253 |
| Net assets as of the end of the plan year | 2025-08-25 | 1879558 |
| Total assets as of the beginning of the plan year | 2025-08-25 | 1416026 |
| Value of plan covered by a fidelity bond | 2025-08-25 | 750000 |
| Participant contributions to plan in this plan year | 2025-08-25 | 102138 |
| Other contributions to plan in this plan year | 2025-08-25 | 69796 |
| Other income to plan in this plan year | 2025-08-25 | 220309 |
| Plan net income in this plan year | 2025-08-25 | 463532 |
| Net assets as of the end of the plan year | 2025-08-25 | 1879558 |
| Net assets as of the beginning of the plan year | 2025-08-25 | 1416026 |
| Employer contributions to plan in this plan year | 2025-08-25 | 79542 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-25 | 7777 |
| 2024 : BENEFITS BROKER, INC. 401(K) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-04-22 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-22 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-22 | 41035 |
| Net assets as of the end of the plan year | 2024-04-22 | 1416026 |
| Total assets as of the beginning of the plan year | 2024-04-22 | 1076877 |
| Value of plan covered by a fidelity bond | 2024-04-22 | 250000 |
| Participant contributions to plan in this plan year | 2024-04-22 | 90841 |
| Other expenses paid from plan in this plan year | 2024-04-22 | 0 |
| Other contributions to plan in this plan year | 2024-04-22 | 0 |
| Other income to plan in this plan year | 2024-04-22 | 215498 |
| Plan net income in this plan year | 2024-04-22 | 339149 |
| Net assets as of the end of the plan year | 2024-04-22 | 1416026 |
| Net assets as of the beginning of the plan year | 2024-04-22 | 1076877 |
| Employer contributions to plan in this plan year | 2024-04-22 | 73845 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-22 | 5876 |
| 2022 : BENEFITS BROKER, INC. 401(K) PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-03-17 | 0 |
| Total liabilities as of the end of the plan year | 2022-03-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-03-17 | 0 |
| Total expenses incurred by plan in this plan year | 2022-03-17 | 4606 |
| Net assets as of the end of the plan year | 2022-03-17 | 1121446 |
| Total assets as of the beginning of the plan year | 2022-03-17 | 819234 |
| Value of plan covered by a fidelity bond | 2022-03-17 | 750000 |
| Participant contributions to plan in this plan year | 2022-03-17 | 90678 |
| Other expenses paid from plan in this plan year | 2022-03-17 | 0 |
| Other contributions to plan in this plan year | 2022-03-17 | 0 |
| Other income to plan in this plan year | 2022-03-17 | 145691 |
| Plan net income in this plan year | 2022-03-17 | 302212 |
| Net assets as of the end of the plan year | 2022-03-17 | 1121446 |
| Net assets as of the beginning of the plan year | 2022-03-17 | 819234 |
| Employer contributions to plan in this plan year | 2022-03-17 | 70449 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-03-17 | 4606 |
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