Plan Snapshot
- Plan Sponsor: Collins, Boike & Moore, P. A.
- Sponsor EIN: 561223898
- Sponsor Address: 1800 DICKERSON BLVD, MONROE, NC, 28110
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $2.0M
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. |
|---|
| 2025 | 5 | $2.0M | $15,610 | $85,787 |
| 2024 | 5 | $2.0M | $15,610 | $85,787 |
| 2023 | 5 | $1.6M | $12,823 | $71,479 |
| 2022 | 5 | $1.4M | $8,283 | $66,863 |