# J. Gregory Peo, LLC 401(k) Plan
Source: https://planprovider.pro/companies/j-gregory-peo-llc-plan

> J. Gregory Peo, LLC's 401(k) plan: 15 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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