# Jon Clark Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jon-clark-agency-inc-401k-plan

> Jon Clark Agency, INC.'s 401(k) plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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