Plan Snapshot
- Plan Sponsor: Gould, Kobrick & Schlapp, PC
- Sponsor EIN: 133082707
- Sponsor Address: 192 LEXINGTON AVE 7TH FL, NEW YORK, NY, 100166823
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 21 | $6.0M | $70,000 | $272,655 |
| 2023 | 20 | $5.0M | $70,000 | $235,815 |
| 2022 | 20 | $4.1M | $70,000 | $208,279 |