Carneal & Hunt, PLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Carneal & Hunt, PLC
  • Sponsor EIN: 860661421
  • Sponsor Address: 1222 E MISSOURI AVE SUITE 200, PHOENIX, AZ, 85014
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $6.1M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$6.1M$148,292$61,000
20233$5.5M$137,000$60,000
20222$4.8M$81,000$54,000

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