Plan Snapshot
- Plan Sponsor: Jeffrey J Kimbell & Associates, INC.
- Sponsor EIN: 522073589
- Sponsor Address: 401 9TH ST NW STE 920, WASHINGTON, DC, 200042194
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2024 | 17 | $6.6M | $197,900 | $242,541 |
| 2023 | 16 | $5.5M | $183,958 | $242,948 |
| 2022 | 16 | $4.8M | $153,854 | $200,872 |