Layman, Diener, & Borntrager Insurance Agency, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Layman, Diener, & Borntrager Insurance Agency, INC.
  • Sponsor EIN: 540784757
  • Sponsor Address: 205 SOUTH LIBERTY STREET, HARRISONBURG, VA, 22801
  • Plan Type: 401(k)
  • Total Participants: 68
  • Total Assets: $19.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202468$19.2M$548,608$281,936
202364$15.3M$602,556$224,863
202266$12.8M$520,762$261,060

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