Leap/Carpenter/Kemps Insurance Agency DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Leap/Carpenter/Kemps Insurance Agency
  • Sponsor EIN: 941434076
  • Sponsor Address: 3187 COLLINS DR, MERCED, CA, 953483133
  • Plan Type: DC
  • Total Participants: 1
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$4.2M$0$0
20231$4.7M$0$0
202238$10.0M$600,000$0

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