# Coordinated Planning, INC. Dba Mundy & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/coordinated-planning-inc-dba-mundy-associates-inc-401k-plan

> Coordinated Planning, INC. Dba Mundy & Associates, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coordinated Planning, INC. Dba Mundy & Associates, INC.

- **Sponsor EIN:** 470837375

- **Sponsor Address:** 3838 DAVENPORT STREET, OMAHA, NE, 68131

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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

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

| 2025|0|$0|$0|$0|

| 2024|1|$4.2M|$48,493|$31,400|

| 2023|2|$4.0M|$41,082|$31,800|

| 2022|2|$3.6M|$40,702|$28,800|

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