Plan Snapshot
- Plan Sponsor: P & P Insurance & Financial Group, INC.
- Sponsor EIN: 471037015
- Sponsor Address: 1037 PLYMOUTH ST E, LEHIGH ACRES, FL, 33974
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $389,057
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 | 2 | $389,057 | $0 | $0 |
| 2024 | 2 | $380,829 | $0 | $0 |
| 2023 | 2 | $381,310 | $0 | $0 |
| 2022 | 2 | $379,822 | $0 | $0 |
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