BROWN & ASSOCIATES, LLC RETIREMENT PLAN 401k Plan overview

BROWN & ASSOCIATES, LLC RETIREMENT PLAN Benefits

401k Sponsoring company profile

Company Name:	ROBERT B. BROWN & ASSOCIATES, LLC
Employer identification number (EIN):	270317800
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ROBERT BROWN	2024-07-01
001	2022-01-01	ROBERT BROWN	2023-06-26
001	2021-01-01	ROBERT BROWN	2022-06-15	ROBERT BROWN	2022-06-15
001	2020-01-01	ROBERT BROWN	2021-06-04	ROBERT BROWN	2021-06-04
001	2019-01-01	ROBERT BROWN	2020-07-15	ROBERT BROWN	2020-07-15
001	2018-01-01	ROBERT BROWN	2019-06-13	ROBERT BROWN	2019-06-13
001	2017-01-01	ROBERT BROWN	2018-09-13	ROBERT BROWN	2018-09-13
001	2016-01-01	ROBERT BROWN	2017-05-26	ROBERT BROWN	2017-05-26
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	ROBERT BROWN	2013-07-30	ROBERT BROWN	2013-07-30
001	2011-01-01	ROBERT BROWN	2012-07-27	ROBERT BROWN	2012-07-27
001	2010-01-01	ROBERT BROWN	2011-08-01	ROBERT BROWN	2011-08-01

Plan Statistics for BROWN & ASSOCIATES, LLC RETIREMENT PLAN

Measure	Date	Value
2025: BROWN & ASSOCIATES, LLC RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-05-09	2
Total number of particpants at end of year	2025-05-09	2
Number of Participants With Account Balances	2025-05-09	2
2024: BROWN & ASSOCIATES, LLC RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-01	2
Total number of particpants at end of year	2024-07-01	2
Number of Participants With Account Balances	2024-07-01	2
2022: BROWN & ASSOCIATES, LLC RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-06-15	3
Total number of particpants at end of year	2022-06-15	2
Number of Participants With Account Balances	2022-06-15	2

Financial Data on BROWN & ASSOCIATES, LLC RETIREMENT PLAN

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