# Steve Marshall Insurance Agency INC. 401(k) Plan
Source: https://planprovider.pro/companies/steve-marshall-insurance-agency-inc-471778187-001

> Steve Marshall Insurance Agency INC.'s 401(k) plan: 1 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Steve Marshall Insurance Agency INC.

- **Sponsor EIN:** 471778187

- **Sponsor Address:** 790 LAFAYETTE RD STE 4, MEDINA, OH, 44256

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 1

- **Total Assets:** $287,609

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|1|$287,609|$0|$0|

| 2024|1|$96,268|$0|$0|

| 2023|1|$233,125|$0|$0|

| 2022|1|$215,038|$0|$0|

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