Plan Snapshot
- Plan Sponsor: Lee Winters Insurance Agency LLC
- Sponsor EIN: 205112869
- Sponsor Address: 1330 ST MARY'S STREET SUITE 250, RALEIGH, NC, 27605
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $65,190
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 | 1 | $65,190 | $2,400 | $23,000 |
| 2023 | 1 | $32,082 | $2,400 | $24,000 |
| 2022 | 1 | $251,961 | $2,400 | $24,000 |