# Insogna Cpa PC 401(k) Plan
Source: https://planprovider.pro/companies/insogna-cpa-pc-401k-plan

> Insogna Cpa PC's 401(k) plan: 13 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Insogna Cpa PC

- **Sponsor EIN:** 271345499

- **Sponsor Address:** 3355 BEE CAVE RD STE 503, AUSTIN, TX, 78746

- **Plan Type:** 401(k)

- **Total Participants:** 13

- **Total Assets:** $457,051

## 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.|

| 2023|13|$457,051|$21,805|$47,081|

| 2022|11|$322,752|$16,311|$39,209|

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