Plan Snapshot
- Plan Sponsor: Brian C. Helgemo, P.A.
- Sponsor EIN: 050607753
- Sponsor Address: 320 CROSS STREET, PUNTA GORDA, FL, 33950
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $1.4M
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 | 9 | $1.4M | $23,566 | $73,911 |
| 2023 | 7 | $1.2M | $22,314 | $42,637 |
| 2022 | 5 | $1.0M | $51,224 | $45,131 |