Plan Snapshot
- Plan Sponsor: Jp Perry Insurance, INC.
- Sponsor EIN: 592453385
- Sponsor Address: 3342 KORI RD, JACKSONVILLE, FL, 322578883
- Plan Type: 401(k)
- Total Participants: 43
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 43 | $5.8M | $90,737 | $245,085 |
| 2023 | 35 | $5.0M | $81,974 | $208,447 |
| 2022 | 34 | $4.1M | $68,593 | $161,650 |