Shoemaker & Besser Insurance Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Shoemaker & Besser Insurance Group, INC.
  • Sponsor EIN: 231736518
  • Sponsor Address: 4396 W. MARKET STREET, YORK, PA, 17408
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $1.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$1.8M$15,956$25,087
20236$1.3M$11,961$18,452
20226$1.1M$10,751$17,491

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