Plan Snapshot
- Plan Sponsor: Garvin Agee Carlton, P.C.
- Sponsor EIN: 203975348
- Sponsor Address: 101 E GRANT AVE, PO BOX 10, PAULS VALLEY, OK, 73075
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 10 | $1.1M | $8,640 | $21,731 |
| 2023 | 10 | $931,431 | $8,345 | $63,339 |
| 2022 | 7 | $742,795 | $7,638 | $17,475 |