Plan Snapshot
- Plan Sponsor: Applegate & Company, PC
- Sponsor EIN: 464405607
- Sponsor Address: 1421 SOUTH WOODLAND AVE, MICHIGAN CITY, IN, 46360
- Plan Type: DC
- Total Participants: 14
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 14 | $5.6M | $44,158 | $88,022 |
| 2023 | 13 | $4.8M | $47,170 | $155,194 |
| 2022 | 11 | $3.9M | $41,727 | $123,783 |