Common Sense Financial Enterprises INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Common Sense Financial Enterprises INC.
  • Sponsor EIN: 844763210
  • Sponsor Address: 1006 MINERVA AVE, DURHAM, NC, 27701
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $612,651

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$612,651$6,226$31,496
20233$561,922$10,870$60,997
20225$590,144$62,363$65,222

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