Plan Snapshot
- Plan Sponsor: Bowen & Kowalski LLP
- Sponsor EIN: 721395756
- Sponsor Address: 3300 CAHABA ROAD, SUITE 310, BIRMINGHAM, AL, 35223
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $1.2M
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 | $1.2M | $59,345 | $0 |
| 2023 | 2 | $1.0M | $48,489 | $0 |
| 2022 | 2 | $840,645 | $66,947 | $0 |