Plan Snapshot
- Plan Sponsor: Gerald L Richardson Cpa PC
- Sponsor EIN: 541591563
- Sponsor Address: 12812 PENNMARDEL LANE, RICHMOND, VA, 23233
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 3 | $2.2M | $15,419 | $73,000 |
| 2023 | 3 | $1.8M | $14,214 | $93,500 |
| 2022 | 4 | $1.8M | $14,677 | $74,338 |
Similar Plans
- Cherry Bekaert Advisory LLC — 2,316 participants
- Ascend Partner Services, LLC — 956 participants
- Brown, Edwards & Company, L.L.P. — 407 participants
- Pbmares LLP — 405 participants
- Yount, Hyde & Barbour, P.C. — 273 participants
- Keiter, Stephens, Hurst, Gary & Shreaves, P.C. — 211 participants