Jkl Northwestern Agency, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jkl Northwestern Agency, INC.
  • Sponsor EIN: 844148104
  • Sponsor Address: 1124 LANCASTER DR NE, SALEM, OR, 97301
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $290,321

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.
20242$290,321$0$0
20234$249,934$0$0
20224$276,973$0$0

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