# Shull & Associates Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/shull-associates-agency-inc-401k-plan

> Shull & Associates Agency, INC.'s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Robert Stenquist Ins Agency INC](https://planprovider.pro/companies/robert-stenquist-ins-agency-inc-plan) — 5 participants

- [Nuwil Financial Corporation](https://planprovider.pro/companies/nuwil-financial-corporation-401k-plan) — 1 participants

- [All Strength, INC.](https://planprovider.pro/companies/all-strength-inc-401k-plan) — 1 participants

- [Gitcorp, INC.](https://planprovider.pro/companies/gitcorp-inc-401k-plan) — 1 participants

- [Alpha Nerds Insurance, INC.](https://planprovider.pro/companies/alpha-nerds-insurance-inc-401k-plan) — 1 participants

- [Paul Petersen INC.](https://planprovider.pro/companies/paul-petersen-inc-plan) — 1 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/shull-associates-agency-inc-401k-plan)

© 2026 PlanProvider.Pro