J. Sam Johnson Cpa, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: J. Sam Johnson Cpa, LLC
  • Sponsor EIN: 842910273
  • Sponsor Address: 161 EAST DOYLE STREET, TOCCOA, GA, 30577
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $3.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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.
20243$3.3M$12,937$13,887
20233$3.0M$11,285$11,560
20223$2.7M$11,339$31,608

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