# Carmichael Partners Insurance Agency INC 401(k) Plan
Source: https://planprovider.pro/companies/carmichael-partners-insurance-agency-inc-401k-plan

> Carmichael Partners Insurance Agency INC's 401(k) plan: 2 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Carmichael Partners Insurance Agency INC

- **Sponsor EIN:** 834394934

- **Sponsor Address:** N 96 W 18743 COUNTY LINE ROAD, MENOMONEE, WI, 53051

- **Plan Type:** 401(k)

- **Total Participants:** 2

- **Total Assets:** $155,877

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|2|$155,877|$0|$0|

| 2022|2|$155,877|$0|$0|

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