Jeffrey L. Sauey, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jeffrey L. Sauey, P.A.
  • Sponsor EIN: 593705037
  • Sponsor Address: 1721 SE 16TH AVENUE, STE 101, OCALA, FL, 344714641
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $570,126

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$570,126$17,859$10,000
20232$479,834$16,726$23,088
20222$381,536$13,977$8,470

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