Plan Snapshot
- Plan Sponsor: Farel Byrd, Cpa, PA
- Sponsor EIN: 621070183
- Sponsor Address: 986 SUGAR LANE, COLLIERVILLE, TN, 38017
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 3 | $1.2M | $0 | $0 |
| 2024 | 3 | $988,546 | $49,170 | $30,910 |
| 2023 | 3 | $851,668 | $63,600 | $27,900 |
| 2022 | 3 | $741,847 | $34,350 | $20,550 |