Plan Snapshot
- Plan Sponsor: Generations Tax & Wealth Manag
- Sponsor EIN: 854203137
- Sponsor Address: 3903 NORTHDALE BLVD STE 270E, TAMPA, FL, 336241889
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $144,103
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2024 | 12 | $144,103 | $11,737 | $67,089 |
| 2023 | 11 | $124,593 | $0 | $55,772 |
| 2022 | 9 | $66,456 | $0 | $48,296 |