Plan Snapshot
- Plan Sponsor: The Stephenson Agency, INC.
- Sponsor EIN: 871159326
- Sponsor Address: 7910 ALTA COURT, LITHIA SPRINGS, GA, 30122
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $67,046
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. |
|---|
| 2024 | 4 | $67,046 | $2,651 | $9,600 |
| 2023 | 4 | $67,655 | $8,399 | $9,600 |
| 2022 | 2 | $113,002 | $10,003 | $9,775 |