# Jan Loewen Insurance Services 401(k) Plan
Source: https://planprovider.pro/companies/jan-loewen-insurance-services-401k-plan

> Jan Loewen Insurance Services's 401(k) plan: 5 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Jan Loewen Insurance Services

- **Sponsor EIN:** 813418878

- **Sponsor Address:** 100 STONY POINT RD. STE. 270, SANTA ROSA, CA, 95401

- **Plan Type:** 401(k)

- **Total Participants:** 5

- **Total Assets:** $390,775

## 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|5|$390,775|$16,854|$27,063|

| 2024|5|$390,775|$16,854|$27,063|

| 2023|5|$389,150|$6,738|$12,278|

| 2022|4|$262,931|$4,903|$6,376|

| 2021|3|$146,427|$5,788|$7,249|

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