Plan Snapshot
- Plan Sponsor: K. Symons Agency, INC.
- Sponsor EIN: 811694648
- Sponsor Address: 334 W. US HIGHWAY 30 SUITE E, VALPARAISO, IN, 46385
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $1.0M
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. |
|---|
| 2024 | 5 | $1.0M | $6,940 | $10,356 |
| 2023 | 3 | $779,793 | $0 | $0 |
| 2022 | 3 | $557,100 | $0 | $0 |