# Lehmann Insurance Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lehmann-insurance-agency-inc-811175177-001

> Lehmann Insurance Agency, INC.'s 401(k) plan: 3 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Lehmann Insurance Agency, INC.

- **Sponsor EIN:** 811175177

- **Sponsor Address:** 2665 S MOORLAND RD, NEW BERLIN, WI, 53151

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 3

- **Total Assets:** $232,121

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|3|$232,121|$0|$0|

| 2024|2|$165,231|$0|$0|

| 2023|2|$151,265|$0|$0|

| 2022|3|$121,542|$0|$0|

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