Plan Snapshot
- Plan Sponsor: T Powell Insurance Group, INC.
- Sponsor EIN: 814703567
- Sponsor Address: 5207 GROVEMONT DR., ELKRIDGE, MD, 21075
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $389,179
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $389,179 | $688 | $1,450 |
| 2023 | 2 | $332,570 | $1,140 | $2,597 |
| 2022 | 2 | $329,255 | $0 | $0 |