Dennis Garberg & Associates, Inc. Dba 401(k) Plan (terminated 2015): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2015, when $19,642 was transferred out of the plan. Assets moved to the ADVANTAGE 401(K) SAVINGS PLAN (sponsored by ADVANTAGE SALES & MARKETING, LLC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the ADVANTAGE 401(K) SAVINGS PLAN →

Dennis Garberg & Associates, Inc. Dba 401(k) Plan Facts (plan year 2015)

Plan name
THE SUNFLOWER GROUP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
DENNIS GARBERG & ASSOCIATES, INC. DBA
Participants
156
Former employees with a balance
0
Plan year
Jan 1, 2015 – Sep 4, 2015
Plan established
Jun 1, 1992
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2015 (Jan 1, 2015 – Sep 4, 2015), filed Jul 15, 2016. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2015

  • $8.70 million was paid out to participants.
  • Investment and other income added $129,519.

How the Dennis Garberg & Associates, Inc. Dba 401(k) changed, 2010–2015

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2010278$5.16 million$156,853$615,584
2011228$5.76 million$209,499$160,794
2012260$7.24 million$205,958$353,326
2013231$8.79 million$178,652$798,913
2014214$8.59 million$211,452$1.84 million
2015 (final)156$0$0$8.70 million

Dennis Garberg & Associates, Inc. Dba 401(k) Contact Information

Phone
913-307-8343
Mailing address
14001 MARSHALL DRIVE, LENEXA KS 66215
Plan sponsor
DENNIS GARBERG & ASSOCIATES, INC. DBA
Employer identification number (EIN)
48-0926118
Plan number
002

Questions about the Dennis Garberg & Associates, Inc. Dba 401(k)

Is the Dennis Garberg & Associates, Inc. Dba 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2015. Its assets were transferred to the ADVANTAGE 401(K) SAVINGS PLAN.

Does Dennis Garberg & Associates, Inc. Dba contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Dennis Garberg & Associates, Inc. Dba 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Dennis Garberg & Associates, Inc. Dba 401(k) plan?

156 participants at the start of plan year 2015.

Who manages the Dennis Garberg & Associates, Inc. Dba 401(k) accounts?

Principal is the plan's recordkeeper, which is where participants log in to see their balance.

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