Plan Snapshot
- Plan Sponsor: George P. Kalas Funeral Home, P.A.
- Sponsor EIN: 521228381
- Sponsor Address: 2973 SOLOMONS ISLAND ROAD, EDGEWATER, MD, 21037
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 14 | $8.2M | $158,329 | $84,544 |
| 2023 | 13 | $7.2M | $141,734 | $82,484 |
| 2022 | 11 | $6.1M | $124,125 | $80,552 |