Plan Snapshot
- Plan Sponsor: Adam S. Kaufman, INC.
- Sponsor EIN: 200778402
- Sponsor Address: 3550 LANDER RD, PEPPER PIKE, OH, 44124
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $1.5M | $76,399 | $48,700 |
| 2023 | 7 | $1.2M | $74,434 | $57,400 |
| 2022 | 6 | $854,550 | $71,548 | $30,800 |