Plan Snapshot
- Plan Sponsor: Ellen Fontana Cpa LLC
- Sponsor EIN: 453841539
- Sponsor Address: 2451 N MCMULLEN BOOTH RD STE 309, CLEARWATER, FL, 337591371
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $673,379
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $673,379 | $6,186 | $36,185 |
| 2024 | 3 | $539,983 | $5,897 | $32,080 |
| 2023 | 2 | $461,632 | $5,667 | $32,084 |
| 2022 | 2 | $375,319 | $5,897 | $24,103 |