Huggins & Company Cpa PA 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Huggins & Company Cpa PA
  • Sponsor EIN: 561529205
  • Sponsor Address: 6148 BROOKSHIRE BLVD STE D, CHARLOTTE, NC, 28216
  • Plan Type: 401(k)
  • Total Participants: 9
  • Total Assets: $3.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20249$3.3M$21,475$128,114
20238$2.8M$128,809$21,164
20228$2.0M$115,452$17,188

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