Plan Snapshot
- Plan Sponsor: Appletree & Kern PC
- Sponsor EIN: 251449363
- Sponsor Address: 9 WEST 34TH STREET, ERIE, PA, 165082811
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $2.0M
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. |
|---|
| 2025 | 4 | $2.0M | $35,997 | $81,754 |
| 2024 | 4 | $2.0M | $35,997 | $81,754 |
| 2023 | 4 | $1.8M | $33,579 | $74,621 |
| 2022 | 4 | $1.6M | $38,922 | $78,790 |