Plan Snapshot
- Plan Sponsor: Circle Pointe, INC.
- Sponsor EIN: 464758505
- Sponsor Address: PO BOX 207, CIRCLEVILLE, OH, 43113
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $546,141
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $546,141 | $0 | $0 |
| 2023 | 1 | $134,274 | $0 | $0 |
| 2022 | 1 | $188,664 | $0 | $0 |