Schlitt Insurance Services, INC. Profit Sharing Plan DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Schlitt Insurance Services, INC. Profit Sharing Plan
  • Sponsor EIN: 592723835
  • Sponsor Address: 1717 INDIAN RIVER BLVD., STE. 300, VERO BEACH, FL, 32960
  • Plan Type: DC
  • Total Participants: 13
  • Total Assets: $298,421

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.
202513$298,421$0$0
202413$298,421$0$0
202313$278,823$0$0
202216$231,821$92$0

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