Plan Snapshot
- Plan Sponsor: James G. Zupka, Cpa, INC.
- Sponsor EIN: 341413003
- Sponsor Address: 4141 ROCKSIDE ROAD, SUITE 200, SEVEN HILLS, OH, 44131
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 21
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2025 | 21 | $2.3M | $0 | $0 |
| 2024 | 16 | $1.8M | $60,224 | $93,802 |
| 2023 | 22 | $1.7M | $56,523 | $118,138 |
| 2022 | 20 | $3.0M | $57,801 | $150,392 |