# Gary Filippi Insurance Group INC. 401(k) Plan
Source: https://planprovider.pro/companies/gary-filippi-insurance-group-inc-401k-plan

> 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)

- **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|

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