# Collins, Boike & Moore, P. A. 401(k) Plan
Source: https://planprovider.pro/companies/collins-boike-moore-p-a-561223898-001

> Collins, Boike & Moore, P. A.'s 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Collins, Boike & Moore, P. A.

- **Sponsor EIN:** 561223898

- **Sponsor Address:** 1800 DICKERSON BLVD, MONROE, NC, 28110

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

- **Plan Number:** 001

- **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.|

| 2024|5|$2.0M|$15,610|$85,787|

| 2023|5|$1.6M|$12,823|$71,479|

| 2022|5|$1.4M|$8,283|$66,863|

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