Robert M Degregorio Insurance Agency INC Profit Sharing Plan DC Plan

Form 5500 filing data for plan year 2024.

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$667,826$80,000$0
20232$968,844$83,470$0
20223$1.4M$82,908$0

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