Cudlipp & Cudlipp, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cudlipp & Cudlipp, P.A.
  • Sponsor EIN: 651057976
  • Sponsor Address: 12555 BISCAYNE BLVD, SUITE 785, MIAMI, FL, 33181
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $842,780

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$842,780$4,800$61,000
20233$808,442$35,000$60,000
20223$737,999$0$0

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