Plan Snapshot
- Plan Sponsor: Goldman, Babboni, Fernandez, Murphy & Walsh, P.A.
- Sponsor EIN: 421594189
- Sponsor Address: 2822 UNIVERSITY PKWY, SARASOTA, FL, 34243
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 20
- Total Assets: $8.8M
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. |
|---|
| 2025 | 20 | $8.8M | $0 | $0 |
| 2024 | 19 | $7.7M | $268,408 | $142,301 |
| 2023 | 19 | $6.6M | $192,117 | $30,547 |
| 2022 | 19 | $4.0M | $242,248 | $184,920 |