Plan Snapshot
- Plan Sponsor: Shull & Associates Agency, INC.
- Sponsor EIN: 475474184
- Sponsor Address: 55 S 63RD STREET #8, MESA, AZ, 85206
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $826,651
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $826,651 | $5,045 | $5,526 |
| 2023 | 3 | $723,527 | $4,676 | $29,154 |
| 2022 | 2 | $506,897 | $4,277 | $4,590 |