Plan Snapshot
- Plan Sponsor: James M Scotchie
- Sponsor EIN: 202610720
- Sponsor Address: 6111 SHALLOWFORD RD STE 101, CHATTANOOGA, TN, 374217800
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $849,937
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 10 | $849,937 | $40,342 | $90,937 |
| 2023 | 10 | $622,640 | $38,682 | $83,004 |
| 2022 | 8 | $386,652 | $37,448 | $102,908 |