Charles E. Saul, PC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Charles E. Saul, PC
  • Sponsor EIN: 582145977
  • Sponsor Address: 3625 BROOKSIDE PARKWAY SUITE 535, ALPHARETTA, GA, 30022
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $2.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231$2.4M$0$30,000
20221$2.7M$10,269$27,000

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