Plan Snapshot
- Plan Sponsor: Thompson Insurance Agency, INC.
- Sponsor EIN: 942147715
- Sponsor Address: P.O. BOX 27886, FRESNO, CA, 937297886
- Plan Type: DC
- Total Participants: 1
- Total Assets: $1.3M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $1.3M | $10,000 | $10,000 |
| 2023 | 1 | $1.4M | $16,000 | $29,000 |
| 2022 | 3 | $1.4M | $6,000 | $6,000 |