J.A. Street & Associates DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: J.A. Street & Associates
  • Sponsor EIN: 621260393
  • Sponsor Address: 245 BIRCH STREET, BLOUNTVILLE, TN, 37617
  • Plan Type: DC
  • Total Participants: 100
  • Total Assets: $14.7M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024100$14.7M$2.1M$0
2023100$14.7M$2.1M$0
202294$12.5M$1.6M$0

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