Plan Snapshot
- Plan Sponsor: James Coane
- Sponsor EIN: 232045453
- Sponsor Address: 301 S STATE STREET, NEWTOWN, PA, 18940
- Plan Type: DC
- Total Participants: 2
- Total Assets: $4.1M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $4.1M | $7,771 | $0 |
| 2023 | 2 | $3.3M | $8,483 | $0 |
| 2022 | 2 | $2.6M | $9,190 | $0 |