Plan Snapshot
- Plan Sponsor: Sheffield Insurance Agency INC
- Sponsor EIN: 273960043
- Sponsor Address: 1905 INDIAN LAKE DR STE A, BIRMINGHAM, AL, 352442204
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 9 | $2.0M | $5,007 | $6,259 |
| 2023 | 6 | $1.8M | $4,061 | $5,078 |
| 2022 | 5 | $1.6M | $5,171 | $6,464 |