# Somd Insurance And Financial Services, INC. 401(k) Plan Source: https://planprovider.pro/companies/somd-insurance-and-financial-services-inc-812680110-001 > Somd Insurance And Financial Services, INC.'s 401(k) plan: 2 participants, plan year 2025 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2025. ## 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) - **Plan Number:** 001 - **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| ## Similar Plans - [Kelly & Associates Insurance Group](https://planprovider.pro/companies/kelly-associates-insurance-group-521066374-502) — 488 participants - [Corporate Brokers LLC](https://planprovider.pro/companies/corporate-brokers-llc-401k-plan) — 216 participants - [Maury Donnelly & Parr, INC.](https://planprovider.pro/companies/maury-donnelly-parr-inc-401k-plan) — 195 participants - [Maury Donnelly & Parr, INC.](https://planprovider.pro/companies/maury-donnelly-parr-inc-520406630-501) — 194 participants - [Corporate Brokers, LLC Dba Tential](https://planprovider.pro/companies/corporate-brokers-llc-dba-tential-841638864-501) — 165 participants - [Hms Insurance Associates, INC.](https://planprovider.pro/companies/hms-insurance-associates-inc-521435138-501) — 119 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/somd-insurance-and-financial-services-inc-812680110-001) © 2026 PlanProvider.Pro