Avery W. Hall Insurance Agency, INC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Avery W. Hall Insurance Agency, INC
  • Sponsor EIN: 520631975
  • Sponsor Address: 308 EAST MAIN STREET, SALISBURY, MD, 21801
  • Plan Type: DC
  • Total Participants: 55
  • Total Assets: $28.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202455$28.9M$0$0
202355$28.9M$0$0
202249$17.0M$1.6M$0

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