# Gregory D. Barton Cpa & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/gregory-d-barton-cpa-associates-inc-401k-plan

> Gregory D. Barton Cpa & Associates, INC.'s 401(k) plan: 17 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gregory D. Barton Cpa & Associates, INC.

- **Sponsor EIN:** 954770856

- **Sponsor Address:** 787 N. PALM CANYON DRIVE, PALM SPRINGS, CA, 92262

- **Plan Type:** 401(k)

- **Total Participants:** 17

- **Total Assets:** $681,903

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|17|$681,903|$29,870|$118,027|

| 2023|18|$556,596|$32,277|$111,392|

| 2022|17|$379,556|$29,952|$104,148|

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