Gregg Englebreth Insurance Agency INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Gregg Englebreth Insurance Agency INC.
  • Sponsor EIN: 233064129
  • Sponsor Address: 14450 BUSTLETON AVENUE, PHILADELPHIA, PA, 191161172
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $3.3M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$3.3M$50,000$61,700
20236$3.1M$50,000$30,000
20225$2.5M$50,000$49,500

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