Plan Snapshot
- Plan Sponsor: Helfand Consulting, INC.
- Sponsor EIN: 843763148
- Sponsor Address: 1506 EMBER LANE, TARPON SPRINGS, FL, 34689
- Plan Type: DC
- Total Participants: 2
- Total Assets: $88,915
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2 | $88,915 | $0 | $0 |
| 2023 | 2 | $88,915 | $0 | $0 |
| 2022 | 2 | $74,984 | $0 | $0 |