Plan Snapshot
- Plan Sponsor: James Doyle & Associates, INC.
- Sponsor EIN: 650805590
- Sponsor Address: 7711 HOLIDAY DRIVE, SARASOTA, FL, 34231
- Plan Type: DC
- Total Participants: 9
- Total Assets: $5.8M
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 | 9 | $5.8M | $240,000 | $0 |
| 2023 | 9 | $6.1M | $80,000 | $0 |
| 2022 | 9 | $5.6M | $80,000 | $0 |