Plan Snapshot
- Plan Sponsor: Coffey, Lovins & Company, PLLC
- Sponsor EIN: 561929162
- Sponsor Address: PO BOX 1747, STATESVILLE, NC, 28687
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 10
- Total Assets: $704,776
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 10 | $704,776 | $0 | $0 |
| 2024 | 7 | $593,851 | $5,457 | $22,269 |
| 2023 | 7 | $517,905 | $4,446 | $20,716 |
| 2022 | 7 | $431,372 | $4,174 | $17,011 |