# Jeanne T. Tate, P. A. 401(k) Plan
Source: https://planprovider.pro/companies/jeanne-t-tate-p-a-401k-plan

> Jeanne T. Tate, P. A.'s 401(k) plan: 26 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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