Fuentes & Kreischer, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fuentes & Kreischer, P.A.
  • Sponsor EIN: 593150559
  • Sponsor Address: 1407 WEST BUSCH BOULEVARD, TAMPA, FL, 336127601
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $2.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$2.0M$12,876$83,692
20237$1.8M$30,119$76,517
20228$1.7M$0$76,969

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