Webb Insurance Agency DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Webb Insurance Agency
  • Sponsor EIN: 344387490
  • Sponsor Address: 212 W HIGH ST, LIMA, OH, 458014321
  • Plan Type: DC
  • Total Participants: 24
  • Total Assets: $5.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202424$5.0M$311,105$0
202325$4.4M$154,105$0
202229$4.3M$142,146$0

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