Plan Snapshot
- Plan Sponsor: Carlson Meissner Hart & Hayslett, PA
- Sponsor EIN: 591547838
- Sponsor Address: 250 N. BELCHER RD, SUITE 102, CLEARWATER, FL, 33765
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 34
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 34 | $3.7M | $0 | $114,102 |
| 2023 | 34 | $3.6M | $0 | $104,920 |
| 2022 | 41 | $4.7M | $0 | $114,680 |