Plan Snapshot
- Plan Sponsor: J. Gregory Peo, LLC
- Sponsor EIN: 852564606
- Sponsor Address: 12687 SW COUNTY ROAD 769 SUITE 4A, LAKE SUZY, FL, 34269
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $354,975
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 15 | $354,975 | $18,444 | $307,867 |
| 2022 | 8 | $3,988 | $2,002 | $2,046 |