Plan Snapshot
- Plan Sponsor: Loesel-Schaaf Insurance Agency, INC
- Sponsor EIN: 251300138
- Sponsor Address: 3537 WEST 12 STREET, ERIE, PA, 16506
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 23
- Total Assets: $8.8M
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. |
|---|
| 2025 | 23 | $8.8M | $0 | $0 |
| 2024 | 19 | $8.4M | $305,680 | $0 |
| 2023 | 16 | $7.8M | $304,800 | $0 |
| 2022 | 18 | $6.8M | $275,300 | $0 |