# Joan Burkett, LLC Dba Insurance Town And Country 401(k) Plan
Source: https://planprovider.pro/companies/joan-burkett-llc-dba-insurance-town-and-country-401k-plan

> Joan Burkett, LLC Dba Insurance Town And Country's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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)

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2024|0|$0|$5,880|$11,750|

| 2023|3|$399,935|$10,047|$29,400|

| 2022|3|$369,929|$9,684|$29,400|

## Similar Plans

- [R & T Kied, INC.](https://planprovider.pro/companies/r-t-kied-inc-401k-plan) — 3 participants

- [Byrd Insurance Agency, INC.](https://planprovider.pro/companies/byrd-insurance-agency-inc-401k-plan) — 3 participants

- [Mdrippy Insurance Services, INC.](https://planprovider.pro/companies/mdrippy-insurance-services-inc-401k-plan) — 3 participants

- [Smith Ins Group, INC.](https://planprovider.pro/companies/smith-ins-group-inc-401k-plan) — 3 participants

- [Samudio Insurance Agency, INC.](https://planprovider.pro/companies/samudio-insurance-agency-inc-401k-plan) — 3 participants

- [Trout Creek Financial, INC.](https://planprovider.pro/companies/trout-creek-financial-inc-401k-plan) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joan-burkett-llc-dba-insurance-town-and-country-401k-plan)

© 2026 PlanProvider.Pro