Plan Snapshot
- Plan Sponsor: Michael Page Davis Insurance Agency, INC.
- Sponsor EIN: 953872854
- Sponsor Address: 265 SANTA HELENA DR. #212, SOLANA BEACH, CA, 92075
- Plan Type: DC
- Total Participants: 3
- Total Assets: $1.9M
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 | 3 | $1.9M | $125,000 | $0 |
| 2024 | 3 | $1.9M | $125,000 | $0 |
| 2023 | 3 | $1.7M | $120,000 | $0 |
| 2022 | 3 | $2.1M | $110,000 | $0 |