William Gunn Insurance Agency, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: William Gunn Insurance Agency, INC.
  • Sponsor EIN: 463517025
  • Sponsor Address: 5418 MARSHALLS CHOICE DRIVE, BOWIE, MD, 20720
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $56,446

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.
20252$56,446$0$0
20242$56,446$0$0
20231$47,335$0$0
20221$65,936$0$0

Similar Plans