Plan Snapshot
- Plan Sponsor: Bourgeois Insurance Group, INC.
- Sponsor EIN: 475674945
- Sponsor Address: 3440 TORINGDON WAY, CHARLOTTE, NC, 28277
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $158,348
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $158,348 | $0 | $0 |
| 2023 | 3 | $137,052 | $0 | $0 |
| 2022 | 2 | $122,335 | $0 | $0 |