Earl Bacon Agency, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Earl Bacon Agency, INC.
  • Sponsor EIN: 591031594
  • Sponsor Address: 3131 LONNBLADH ROAD, TALLAHASSEE, FL, 32308
  • Plan Type: DC
  • Total Participants: 33
  • Total Assets: $4.7M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202433$4.7M$30,000$0
202330$4.4M$90,000$0
202232$3.9M$383,422$0

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