# Gary Filippi Insurance Group INC. 401(k) Plan Source: https://planprovider.pro/companies/gary-filippi-insurance-group-inc-270697665-001 > Gary Filippi Insurance Group INC.'s 401(k) plan: 3 participants, plan year 2025 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2025. ## Plan Snapshot - **Plan Sponsor:** Gary Filippi Insurance Group INC. - **Sponsor EIN:** 270697665 - **Sponsor Address:** 106 RIBBON WALK LANE, HOLLY SPRINGS, NC, 27540 - **Plan Type:** 401(k) - **Plan Number:** 001 - **Total Participants:** 3 - **Total Assets:** $58,723 ## Key Plan Design Features - **Auto-Enrollment:** Yes - **Auto-Escalation:** No - **Allows Roth Contributions:** No - **Participant Loans:** Yes - **Participant-Directed Investments:** No - **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes ## Plan Financials by Year | Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.| | 2025|3|$58,723|$0|$0| | 2024|3|$139,461|$0|$0| | 2023|3|$71,070|$0|$0| | 2022|3|$49,562|$0|$0| ## Similar Plans - [North Carolina Farm Bureau Federation, INC.](https://planprovider.pro/companies/north-carolina-farm-bureau-federation-inc-plan-002) — 608 participants - [Arrowood Indemnity Company](https://planprovider.pro/companies/arrowood-indemnity-company-401k-plan) — 359 participants - [Flores & Associates, LLC](https://planprovider.pro/companies/flores-associates-llc-401k-plan) — 299 participants - [North Carolina Joint Underwriting Association](https://planprovider.pro/companies/north-carolina-joint-underwriting-association-401k-plan) — 193 participants - [Financial Independence Group, LLC](https://planprovider.pro/companies/financial-independence-group-llc-401k-plan) — 192 participants - [Aspida Financial Services, LLC](https://planprovider.pro/companies/aspida-financial-services-llc-401k-plan-001-3933) — 152 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/gary-filippi-insurance-group-inc-270697665-001) © 2026 PlanProvider.Pro