# Coleman, Yovanovich & Koester, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/coleman-yovanovich-koester-p-a-401k-plan

> Coleman, Yovanovich & Koester, P.A.'s 401(k) plan: 47 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coleman, Yovanovich & Koester, P.A.

- **Sponsor EIN:** 650636223

- **Sponsor Address:** 4001 TAMIAMI TRAIL N. SUITE 300, NAPLES, FL, 34103

- **Plan Type:** 401(k)

- **Total Participants:** 47

- **Total Assets:** $13.9M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|47|$13.9M|$215,033|$494,322|

| 2023|37|$11.8M|$206,202|$480,226|

| 2022|39|$9.6M|$171,739|$446,624|

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