# Phelan Insurance Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/phelan-insurance-agency-inc-401k-plan

> Phelan Insurance Agency, INC.'s 401(k) plan: 41 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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