Plan Snapshot
- Plan Sponsor: Tapley Agency, INC.
- Sponsor EIN: 465749351
- Sponsor Address: 520 E. VINE #1074, KELLER, TX, 76244
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $74,342
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 | 2 | $74,342 | $0 | $0 |
| 2024 | 1 | $82,584 | $0 | $0 |
| 2023 | 1 | $70,210 | $0 | $0 |
| 2022 | 1 | $68,505 | $0 | $0 |