Plan Snapshot
- Plan Sponsor: John T Kennedy Insurance Agenc
- Sponsor EIN: 200136830
- Sponsor Address: 4374 CLARKE DR, TROY, MI, 480854959
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $600,033
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 6 | $600,033 | $9,224 | $38,415 |
| 2024 | 5 | $448,284 | $13,698 | $37,288 |
| 2023 | 5 | $554,211 | $8,587 | $29,477 |
| 2022 | 6 | $399,285 | $12,904 | $45,631 |