Robert L Samse Multiline Insurance Agency DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Robert L Samse Multiline Insurance Agency
  • Sponsor EIN: 391638716
  • Sponsor Address: PO BOX 670, CEDARBURG, WI, 530120670
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $813,514

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$813,514$73,649$0
20232$673,482$68,649$0
20222$498,001$65,649$0

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