Plan Snapshot
- Plan Sponsor: James K. Duerr, Cpa, P.C.
- Sponsor EIN: 113588581
- Sponsor Address: 2165 NOLTE RD PMB 24, SAINT CLOUD, FL, 347728762
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $843,588
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. |
|---|
| 2025 | 2 | $843,588 | $0 | $0 |
| 2024 | 2 | $775,640 | $0 | $0 |
| 2023 | 1 | $719,663 | $0 | $0 |
| 2022 | 1 | $641,110 | $0 | $0 |