Plan Snapshot
- Plan Sponsor: Somd Insurance And Financial Services, INC.
- Sponsor EIN: 812680110
- Sponsor Address: 12865 HG TRUEMAN RD #7, LUSBY, MD, 20657
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $215,373
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $215,373 | $0 | $0 |
| 2024 | 2 | $204,367 | $0 | $0 |
| 2023 | 1 | $155,000 | $0 | $0 |
| 2022 | 1 | $154,775 | $0 | $0 |