Plan Snapshot
- Plan Sponsor: David P. Broome
- Sponsor EIN: 631095761
- Sponsor Address: P.O. BOX 81621, MOBILE, AL, 36689
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 3 | $2.1M | $51,325 | $30,500 |
| 2023 | 3 | $1.9M | $48,825 | $30,000 |
| 2022 | 3 | $1.6M | $44,429 | $27,000 |