Jeffrey J. Hepworth, PA 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jeffrey J. Hepworth, PA
  • Sponsor EIN: 820516437
  • Sponsor Address: PO BOX 2815, BOISE, ID, 837012815
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $659,398

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$659,398$12,843$56,800
20234$524,624$13,280$54,253
20224$396,477$4,894$6,696

Similar Plans