MORRIS & BROOKS FINANCIAL SERVICES 401K PLAN 401k Plan overview

MORRIS & BROOKS FINANCIAL SERVICES 401K PLAN Benefits

401k Sponsoring company profile

Company Name:	MORRIS & BROOKS FINANCIAL SERVICES
Employer identification number (EIN):	474400883
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	2018-01-01	DAVID BROOKS	2019-09-28	DAVID BROOKS	2019-09-28
001	2017-01-01	DAVID BROOKS	2018-07-31	DAVID BROOKS	2018-07-31

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• MORRIS & RITCHIE ASSOCIATES, INC. FLEXIBLE BENEFITS PLAN [EIN = 521154966]
• MORRIS & WELLS EQUITY COLLECTIVE FUND [EIN = 821594472]
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• MORRIS & SWANSON, INC. 401(K) PLAN [EIN = 450930903]
• MORRIS & CARRICK, INC. DEFINED BENEFIT PENSION PLAN [EIN = 112995385]
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