Plan Snapshot
- Plan Sponsor: Bookkeeping & Strategic Planning INC
- Sponsor EIN: 822875599
- Sponsor Address: 223 TORREY BLOOM LOOP, CONROE, TX, 773042294
- Plan Type: DC
- Total Participants: 1
- Total Assets: $816,208
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 1 | $816,208 | $0 | $0 |
| 2022 | 1 | $652,532 | $0 | $0 |