Plan Snapshot
- Plan Sponsor: Charles W. Tapert Insurance Agency, INC.
- Sponsor EIN: 455295862
- Sponsor Address: 14 N BALDWIN AVE, SIERRA MADRE, CA, 910241956
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 10
- Total Assets: $934
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 10 | $934 | $0 | $0 |
| 2024 | 11 | $14,854 | $0 | $13,104 |
| 2023 | 11 | $14,629 | $0 | $13,148 |
| 2022 | 8 | $11,315 | $0 | $9,300 |