Sponsor portfolio
JERRY LIVELY
EIN 62-1003440constructionLatest filing 2024
Plans
1
Retirement
1
$733K assets
Welfare
0
Participants
2
585 W. CENTER STREET - KINGSPORT, TN 37660423-335-6695livelyagency.comLinkedIn1-10 employeesconstruction
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JERRY LIVELY PROFIT SHARING PLAN | ProfitSharing | $733K | 2 | 2024 |
Retirement plans