SUMNER & TONER INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRU

[ EIN: 04-1036355 | Plan No. 001 ]

Form 5500 filing classifies SUMNER & TONER INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN & TRU as a 401(k) plan, sponsored by SUMNER & TONER INSURANCE AGENCY INC. The plan is a Small Plan with 10 participants and total assets of $2,839,744 reported for the 2024 plan year.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: SUMNER & TONER INSURANCE AGENCY INC

Location: 813 WILLIAMS ST, LONGMEADOW, MA 01106

EIN: 041036355

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 10

Total Assets: $2,839,744

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