Plan Snapshot
- Plan Sponsor: Ephonamation.Com, INC.
- Sponsor EIN: 330883203
- Sponsor Address: 101 NE 2ND STREET, OCALA, FL, 34470
- Plan Type: 401(k)
- Total Participants: 378
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 378 | $3.9M | $240,012 | $453,942 |
| 2023 | 408 | $3.0M | $227,627 | $392,688 |
| 2022 | 340 | $2.1M | $141,248 | $262,752 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PURVIS GRAY & COMPANY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $49,930 | — | $38,809 | — | — |
| 2023 | $35,421 | — | $35,421 | — | — |
| 2022 | $27,143 | — | $27,143 | — | — |