Plan Snapshot
- Plan Sponsor: Phelan Insurance Agency, INC.
- Sponsor EIN: 340900043
- Sponsor Address: PO BOX 1, VERSAILLES, OH, 453800001
- Plan Type: 401(k)
- Total Participants: 41
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 41 | $9.3M | $100,701 | $344,474 |
| 2023 | 33 | $7.7M | $85,834 | $290,137 |
| 2022 | 33 | $6.8M | $62,163 | $264,983 |