# Charles W. Tapert Insurance Agency, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/charles-w-tapert-insurance-agency-inc-455295862-501

> Charles W. Tapert Insurance Agency, INC.'s Health & Welfare plan: 10 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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