Plan Snapshot
- Plan Sponsor: Humphrey & Petersen PC
- Sponsor EIN: 861011764
- Sponsor Address: 6063 E GRANT ROAD, TUCSON, AZ, 85712
- Plan Type: DC
- Total Participants: 6
- Total Assets: $6.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 6 | $6.3M | $18,656 | $33,100 |
| 2023 | 6 | $6.2M | $50,000 | $32,500 |
| 2022 | 6 | $5.8M | $50,000 | $66,400 |