Evans, Carter, Kunes & Bennett, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Evans, Carter, Kunes & Bennett, P.A.
  • Sponsor EIN: 570979256
  • Sponsor Address: P. O. BOX 369, CHARLESTON, SC, 294020369
  • Plan Type: 401(k)
  • Total Participants: 12
  • Total Assets: $13.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202412$13.3M$189,129$148,888
202313$12.4M$161,269$152,806
202212$10.7M$188,910$147,229

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