Plan Snapshot
- Plan Sponsor: Gerald L Richardson Cpa PC
- Sponsor EIN: 541591563
- Sponsor Address: 12812 PENNMARDEL LANE, RICHMOND, VA, 23233
- Plan Type: DC
- 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 |