Stailey Insurance Corporation 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Stailey Insurance Corporation
  • Sponsor EIN: 840577060
  • Sponsor Address: 2084 S. MILWAUKEE STREET, DENVER, CO, 80210
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 14
  • Total Assets: $2.9M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202414$2.9M$100,418$0
202316$2.7M$166,797$0
202215$2.0M$95,146$0

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