Ronnie Dunavant Insurance Agency DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ronnie Dunavant Insurance Agency
  • Sponsor EIN: 752413162
  • Sponsor Address: 403 S. MADISON AVE., STE F101, MT. PLEASANT, TX, 75455
  • Plan Type: DB
  • Total Participants: 3
  • Total Assets: $1.3M

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.
20243$1.3M$0$0
20233$1.2M$0$0
20222$1.2M$144,490$0

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