W.T. PHELAN & CO. PROFIT SHARING/401(K) PLAN

[ EIN: 04-2384785 | Plan No. 002 ]

W.T. PHELAN & CO. PROFIT SHARING/401(K) PLAN is reported on Form 5500 as a 401(k) plan sponsored by W.T. PHELAN & CO. INSURANCE AGENCY, INC.. For the 2021 plan year, the plan had 0 participants and total assets of $0.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: W.T. PHELAN & CO. INSURANCE AGENCY, INC.

Location: 63 TRAPELO ROAD, BELMONT, MA 02478

EIN: 042384785

Plan Number: 002

Plan Year: 2021

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 0

Total Assets: $0

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