Plan Snapshot
- Plan Sponsor: Garcia Cpa PC
- Sponsor EIN: 823147535
- Sponsor Address: 101 E PARK BLVD STE 413, PLANO, TX, 750748824
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $704,385
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 8 | $704,385 | $32,965 | $99,693 |
| 2024 | 6 | $515,518 | $26,190 | $87,391 |
| 2023 | 9 | $414,653 | $26,499 | $62,416 |
| 2022 | 10 | $296,631 | $23,767 | $53,034 |