Plan Snapshot
- Plan Sponsor: Courtney, Countiss, Brian & Bailey, L.L.P.
- Sponsor EIN: 861082025
- Sponsor Address: 600 S TYLER SUITE 1700, AMARILLO, TX, 79101
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | $3.5M | $3,274 | $44,162 |
| 2023 | 7 | $5.2M | $2,551 | $45,631 |
| 2022 | 10 | $4.3M | $4,013 | $44,439 |