Plan Snapshot
- Plan Sponsor: Baur & Klein PA
- Sponsor EIN: 592107412
- Sponsor Address: 11767 S DIXIE HWY, PINECREST, FL, 331564438
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $481,642
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $481,642 | $4,332 | $9,102 |
| 2023 | 2 | $368,047 | $8,454 | $18,610 |
| 2022 | 2 | $292,615 | $8,254 | $18,360 |