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  2. Loftis Insurance Agency, Inc.

Filings through Oct 24, 2026.

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Loftis Insurance Agency, Inc.

EIN 46-4146897-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
10
145 PLAZA DRIVE - BEREA, KY 40403859-986-2371
Plans on this EIN
1 filing
#001401(k)-$1.3M - 10 part

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Retirement#001

LOFTIS INSURANCE AGENCY, INC 401(K) PLAN

401(k)

Assets$1.3M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LOFTIS INSURANCE AGENCY, INC 401(K) PLAN401(k)$1.3M102025
Retirement plans
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