Harper & Company Cpa'S, LLC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Harper & Company Cpa'S, LLC.
  • Sponsor EIN: 812793035
  • Sponsor Address: 1396 KING AVE., COLUMBUS, OH, 432122221
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $1.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$1.1M$112,707$113,441
202312$1.2M$117,592$124,636
202212$1.8M$121,939$123,339

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