Giles & Giles, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Giles & Giles, INC.
  • Sponsor EIN: 841848954
  • Sponsor Address: 2624 YOUNGWOOD LANE, CANTONMENT, FL, 32533
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $957,931

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$957,931$0$0
20231$645,932$0$0
20221$252,753$0$0

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