Plan Snapshot
- Plan Sponsor: Jon Clark Agency, INC.
- Sponsor EIN: 841910737
- Sponsor Address: 35 CENTER ST, SUITE 9, WOLFEBORO, NH, 03894
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $341,010
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $341,010 | $2,813 | $5,009 |
| 2023 | 2 | $314,296 | $2,811 | $4,772 |
| 2022 | 2 | $253,442 | $0 | $1,244 |