Gerald Sanders Agency, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Gerald Sanders Agency, INC.
  • Sponsor EIN: 862834513
  • Sponsor Address: 1050 SHILOH RD NW STE 301, KENNESAW, GA, 30144
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $15,763

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251$15,763$0$0
20241$0$0$0
20231$34,366$0$0
20221$17,680$0$0

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