Plan Snapshot
- Plan Sponsor: Robert M Degregorio Insurance Agency INC Profit Sharing Plan
- Sponsor EIN: 042686703
- Sponsor Address: 34 WOODSIDE AVE, WINTHROP, MA, 021522920
- Plan Type: DC
- Total Participants: 2
- Total Assets: $667,826
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. |
| 2024 | 2 | $667,826 | $80,000 | $0 |
| 2023 | 2 | $968,844 | $83,470 | $0 |
| 2022 | 3 | $1.4M | $82,908 | $0 |