# James G. Zupka, Cpa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/james-g-zupka-cpa-inc-401k-plan

> James G. Zupka, Cpa, INC.'s 401(k) plan: 16 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** James G. Zupka, Cpa, INC.

- **Sponsor EIN:** 341413003

- **Sponsor Address:** 5240 E 98TH ST, GARFIELD HTS, OH, 441252455

- **Plan Type:** 401(k)

- **Total Participants:** 16

- **Total Assets:** $1.8M

## 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.|

| 2024|16|$1.8M|$60,224|$93,802|

| 2023|22|$1.7M|$56,523|$118,138|

| 2022|20|$3.0M|$57,801|$150,392|

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