Cowell & Lapointe, P.C. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cowell & Lapointe, P.C.
  • Sponsor EIN: 382422672
  • Sponsor Address: 518 S FRONT STREET, MARQUETTE, MI, 49855
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $853,407

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$853,407$60,825$0
20234$781,037$48,517$0
20223$628,971$30,176$0

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