Akel, Logan & Shafer, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Akel, Logan & Shafer, P.A.
  • Sponsor EIN: 593096747
  • Sponsor Address: 704 ROSELLE STREET, JACKSONVILLE, FL, 32204
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $485,546

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$485,546$141,279$4,847
20235$337,725$144,751$4,657
20225$186,758$77,887$4,441

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