401k Plan data: DALE A. CANNON AGENCY PROFIT SHARING PLAN plan

DALE A. CANNON AGENCY PROFIT SHARING PLAN 401k Plan overview

Plan Name	DALE A. CANNON AGENCY PROFIT SHARING PLAN
Plan identification number	001

DALE A. CANNON AGENCY PROFIT SHARING PLAN 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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

DALE A. CANNON DBA DALE CANNON AGENCY has sponsored the creation of one or more 401k plans.

Company Name: DALE A. CANNON DBA DALE CANNON AGENCY

Employer identification number (EIN): 760583537

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DALE A. CANNON AGENCY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 DALE A CANNON 2022-09-28 DALE A CANNON 2022-09-28
001 2021-01-01 DALE A CANNON 2022-09-28 DALE A CANNON 2022-09-28
001 2020-01-01 DALE A CANNON 2021-09-30 DALE A CANNON 2021-09-30
001 2019-01-01 DALE A CANNON 2020-07-16 DALE A CANNON 2020-07-16
001 2018-01-01 DALE A CANNON 2019-10-02 DALE A CANNON 2019-10-02
001 2017-01-01 DALE A CANNON 2018-10-05 DALE A CANNON 2018-10-05
001 2016-01-01 DALE A CANNON 2017-09-20 DALE A CANNON 2017-09-20
001 2015-01-01 DALE A CANNON 2016-06-30 DALE A CANANON 2016-06-30
001 2013-01-01 DALE A CANNON 2014-10-08 DALE A CANNON 2014-10-08
001 2012-01-01 DALE A CANNON 2013-10-15 DALE A CANNON 2013-10-15
001 2011-01-01 DALE A. CANNON 2012-10-18
001 2010-01-01 DALE A. CANNON 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	DALE A CANNON	2022-09-28	DALE A CANNON	2022-09-28
001	2021-01-01	DALE A CANNON	2022-09-28	DALE A CANNON	2022-09-28
001	2020-01-01	DALE A CANNON	2021-09-30	DALE A CANNON	2021-09-30
001	2019-01-01	DALE A CANNON	2020-07-16	DALE A CANNON	2020-07-16
001	2018-01-01	DALE A CANNON	2019-10-02	DALE A CANNON	2019-10-02
001	2017-01-01	DALE A CANNON	2018-10-05	DALE A CANNON	2018-10-05
001	2016-01-01	DALE A CANNON	2017-09-20	DALE A CANNON	2017-09-20
001	2015-01-01	DALE A CANNON	2016-06-30	DALE A CANANON	2016-06-30
001	2013-01-01	DALE A CANNON	2014-10-08	DALE A CANNON	2014-10-08
001	2012-01-01	DALE A CANNON	2013-10-15	DALE A CANNON	2013-10-15
001	2011-01-01	DALE A. CANNON	2012-10-18
001	2010-01-01	DALE A. CANNON	2011-10-12

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Company Name:	DALE A. CANNON DBA DALE CANNON AGENCY
Employer identification number (EIN):	760583537
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages