Plan Snapshot
- Plan Sponsor: Don Farmer Cpa, PA
- Sponsor EIN: 561418877
- Sponsor Address: 508 MULBERRY STREET, P.O. BOX 1858, LENOIR, NC, 28645
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.7M
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 | $1.7M | $27,146 | $36,000 |
| 2023 | 3 | $1.5M | $32,586 | $35,500 |
| 2022 | 3 | $1.6M | $32,995 | $39,055 |