Plan Snapshot
- Plan Sponsor: Insogna Cpa PC
- Sponsor EIN: 271345499
- Sponsor Address: 1092 HEEP RUN, BUDA, TX, 78746
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 10
- Total Assets: $616,267
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 10 | $616,267 | $0 | $0 |
| 2023 | 13 | $457,051 | $21,805 | $47,081 |
| 2022 | 11 | $322,752 | $16,311 | $39,209 |