Harold W. Bishop Agency DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Harold W. Bishop Agency
  • Sponsor EIN: 010276923
  • Sponsor Address: 3 BRIDGE STREET, BOOTHBAY HARBOR, ME, 045382127
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $1.4M

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.
20244$1.4M$18,234$0
20234$1.1M$16,938$0
20224$949,940$17,396$0

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