Howe & Company, Cpa PC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Howe & Company, Cpa PC
  • Sponsor EIN: 431069087
  • Sponsor Address: 1201 WALNUT STREET, SUITE 425, KANSAS CITY, MO, 641062176
  • Plan Type: 401(k)
  • Total Participants: 16
  • Total Assets: $8.5M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202516$8.5M$43,290$157,947
202416$8.5M$43,290$157,947
202313$8.6M$50,205$135,654
202214$6.9M$44,104$119,027

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