Foley Business Insurance Agenc 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Foley Business Insurance Agenc
  • Sponsor EIN: 465073663
  • Sponsor Address: 115 E. MAIN STREET, SUITE A1B, BUFORD, GA, 30518
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $455,555

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$455,555$8,967$16,636
20234$341,108$9,026$18,455
20224$259,424$10,560$22,406

Similar Plans