Plan Snapshot
- Plan Sponsor: Kennedy Insurance Agency
- Sponsor EIN: 341632175
- Sponsor Address: 429 WABASH AVENUE NW, NEW PHILADELPHIA, OH, 44663
- Plan Type: DC
- Total Participants: 5
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 5 | $4.2M | $56,542 | $69,830 |
| 2023 | 5 | $3.6M | $55,109 | $57,920 |
| 2022 | 5 | $3.1M | $48,440 | $51,708 |