Chris A. Miller, Cpa, LLC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Chris A. Miller, Cpa, LLC
  • Sponsor EIN: 352073348
  • Sponsor Address: 5004 W SHORELINE TER, MUNCIE, IN, 47304
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $3.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231$3.1M$10,000$30,000
20221$2.8M$8,000$27,000

Similar Plans