# Bourgeois Insurance Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bourgeois-insurance-group-inc-401k-plan

> Bourgeois Insurance Group, INC.'s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [John Ellis](https://planprovider.pro/companies/knauff-insurance-agency-inc-401k-plan) — 3 participants

- [Roland Agency, INC.](https://planprovider.pro/companies/roland-agency-inc-401k-plan) — 2 participants

- [The Prairie Agency, INC.](https://planprovider.pro/companies/the-prairie-agency-inc-401k-plan) — 2 participants

- [Insurank Corp.](https://planprovider.pro/companies/insurank-corp-401k-plan) — 2 participants

- [Brinskelle, INC.](https://planprovider.pro/companies/brinskelle-inc-401k-plan) — 2 participants

- [Csi Consulting INC](https://planprovider.pro/companies/csi-consulting-inc-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bourgeois-insurance-group-inc-401k-plan)

© 2026 PlanProvider.Pro