Watson Agency, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Watson Agency, INC.
  • Sponsor EIN: 822869747
  • Sponsor Address: 400 S MOORE ROAD, CHATTANOOGA, TN, 37412
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $29,757

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$29,757$1,130$1,130
20231$24,767$1,080$1,080
20221$25,456$1,087$1,096

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