Plan Snapshot
- Plan Sponsor: Davison Insurance Agency, INC. Profit Sharing Plan
- Sponsor EIN: 042275195
- Sponsor Address: ONE PARK AVENUE EXTENSION, ARLINGTON, MA, 02474
- Plan Type: DC
- Total Participants: 3
- Total Assets: $259,594
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 | 3 | $259,594 | $22,686 | $0 |
| 2023 | 3 | $214,979 | $41,729 | $0 |
| 2022 | 3 | $704,766 | $36,273 | $136,713 |