Plan Snapshot
- Plan Sponsor: Watson Agency, INC.
- Sponsor EIN: 822869747
- Sponsor Address: 400 S MOORE ROAD, CHATTANOOGA, TN, 37412
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $36,350
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 | $36,350 | $0 | $0 |
| 2024 | 1 | $29,757 | $1,130 | $1,130 |
| 2023 | 1 | $24,767 | $1,080 | $1,080 |
| 2022 | 1 | $25,456 | $1,087 | $1,096 |