# K. Symons Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/k-symons-agency-inc-401k-plan

> K. Symons Agency, INC.'s 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Jack Ogren & Co.,INC.](https://planprovider.pro/companies/jack-ogren-co-inc-plan) — 4 participants

- [Tjg And Associates, INC.](https://planprovider.pro/companies/tjg-and-associates-inc-401k-plan) — 6 participants

- [Chfi, INC.](https://planprovider.pro/companies/chfi-inc-401k-plan) — 3 participants

- [David A. Waltz](https://planprovider.pro/companies/david-a-waltz-plan) — 3 participants

- [Kunkel Insurance Agency, INC.](https://planprovider.pro/companies/kunkel-insurance-agency-inc-401k-plan) — 8 participants

- [Drmc Services, INC.](https://planprovider.pro/companies/drmc-services-inc-401k-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/k-symons-agency-inc-401k-plan)

© 2026 PlanProvider.Pro