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PEGGY WAITE INSURANCE AGENCY, INC. 401(k) Plan

What public Form 5500 filings show about the PEGGY WAITE INSURANCE AGENCY, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$677K
Participants
5
Plans on file
1

The PEGGY WAITE INSURANCE AGENCY, INC. 401(k) on its latest Form 5500

PEGGY WAITE INSURANCE AGENCY, INC. (EIN 56-2369561) reports PEGGY WAITE INSURANCE AGENCY, INC 401(K) PLAN on its most recent Form 5500, with $677K in plan assets across 5 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full PEGGY WAITE INSURANCE AGENCY, INC. filing — schedules, fees, and providers.

Who runs the PEGGY WAITE INSURANCE AGENCY, INC. 401(k)?

PEGGY WAITE INSURANCE AGENCY, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask PEGGY WAITE INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.

How to check your PEGGY WAITE INSURANCE AGENCY, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask PEGGY WAITE INSURANCE AGENCY, INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: PEGGY WAITE INSURANCE AGENCY, INC. — all Form 5500 filings (EIN 56-2369561) · Florida employer EIN lookup · Form 5500 search
PEGGY WAITE INSURANCE AGENCY, INC. 401(k) Plan — Form 5500