Plan Snapshot
- Plan Sponsor: Gillespie & Associates, P.C.
- Sponsor EIN: 860806655
- Sponsor Address: 7319 N 16TH ST STE 100, PHOENIX, AZ, 85020
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 29
- Total Assets: $2.2M
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. |
|---|
| 2023 | 29 | $2.2M | $33,899 | $114,626 |
| 2022 | 35 | $1.7M | $35,161 | $158,224 |