2021 Family Investments INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: 2021 Family Investments INC.
  • Sponsor EIN: 862178417
  • Sponsor Address: 2464 VANDERBILT BEACH RD. STE. 530, NAPLES, FL, 34109
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $183,703

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231$183,703$0$0
20221$2.4M$0$0

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