Gunster, Yoakley & Stewart, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Gunster, Yoakley & Stewart, P.A.
  • Sponsor EIN: 591450702
  • Sponsor Address: 777 SOUTH FLAGLER DRIVE, WEST PALM BEACH, FL, 33401
  • Plan Type: 401(k)
  • Total Participants: 95
  • Total Assets: $20.1M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202495$20.1M$410,114$1.3M
202378$16.3M$338,520$1.1M
202265$12.6M$231,157$835,034

Similar Plans