Plan Snapshot
- Plan Sponsor: Jacqueline T. Martin, PLLC
- Sponsor EIN: 141811412
- Sponsor Address: 40 GARDEN STREET, POUGHKEEPSIE, NY, 12601
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $2.3M | $53,408 | $30,500 |
| 2023 | 3 | $1.7M | $61,124 | $30,000 |
| 2022 | 4 | $1.3M | $59,102 | $27,000 |