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| Plan Name | J. GREGORY BROWN 401(K) PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | J. GREGORY BROWN |
| Employer identification number (EIN): | 953970903 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | J. GREGORY BROWN | 2024-10-01 |
| Measure | Date | Value |
|---|---|---|
| 2023 : J. GREGORY BROWN 401(K) PROFIT SHARING PLAN 2023 401k financial data | ||
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $2,661,626 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $67,611 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $6,812,032 |
| Total plan assets at beginning of year | 2023-12-31 | $4,218,017 |
| Value of fidelity bond covering the plan | 2023-12-31 | $635,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $635,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $34,417 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $2,442,830 |
| Other income received | 2023-12-31 | $216,796 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $2,594,015 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $6,812,032 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,218,017 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $2,000 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $33,194 |
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) | |||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | P72434 | ||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||
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| PRUCO LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79227 ) | |||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | V2 489 076 | ||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||
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| PRUCO LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79227 ) | |||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | V2 489 079 | ||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 3 | ||||||||||||||||||||||||||||||||||||||||||||
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