Sutton Barth Vennari Agency INC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sutton Barth Vennari Agency INC
  • Sponsor EIN: 953204418
  • Sponsor Address: 5900 WILSHIRE BLVD STE 740, LOS ANGELES, CA, 90036
  • Plan Type: DC
  • Total Participants: 23
  • Total Assets: $1.4M

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.
202423$1.4M$0$0
202322$1.2M$67,347$0
202216$932,840$39,642$0

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