DUNCAN MACKELLAR PROFIT SHARING PLAN AND TRUST

[ EIN: 04-2081661 | Plan No. 002 ]

According to Department of Labor Form 5500 data, DUNCAN MACKELLAR INSURANCE AGENCY, INC. sponsors DUNCAN MACKELLAR PROFIT SHARING PLAN AND TRUST, categorized as a Profit Sharing plan. The filing shows 4 participants and total assets of $4,085,727 for the plan year 2023.

Profit Sharing plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: DUNCAN MACKELLAR INSURANCE AGENCY, INC.

Location: 835 BROAD STREET, E. WEYMOUTH, MA 02189

EIN: 042081661

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 4

Total Assets: $4,085,727

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