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)
- 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 |