Plan Snapshot
- Plan Sponsor: Jeanne T. Tate, P. A.
- Sponsor EIN: 593541284
- Sponsor Address: 418 WEST PLATT STREET, SUITE B, TAMPA, FL, 336062244
- Plan Type: 401(k)
- Total Participants: 26
- Total Assets: $4.3M
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. |
|---|
| 2023 | 26 | $4.3M | $30,779 | $72,138 |
| 2022 | 22 | $3.7M | $27,390 | $59,952 |