Plan Snapshot
- Plan Sponsor: Joan Burkett, LLC Dba Insurance Town And Country
- Sponsor EIN: 841458050
- Sponsor Address: 2337 VINE STREET, DENVER, CO, 80205
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3
- Total Assets: $399,935
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 3 | $399,935 | $10,047 | $29,400 |
| 2022 | 3 | $369,929 | $9,684 | $29,400 |