Plan Snapshot
- Plan Sponsor: Jo & Tb Enterprises, INC.
- Sponsor EIN: 824896239
- Sponsor Address: 98 PINZON PLACE, ST. AUGUSTINE, FL, 32095
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 23
- Total Assets: $708,309
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 23 | $708,309 | $0 | $0 |
| 2024 | 16 | $519,635 | $0 | $14,077 |
| 2023 | 15 | $387,809 | $0 | $13,329 |
| 2022 | 15 | $213,246 | $0 | $14,096 |