Plan Snapshot
- Plan Sponsor: Jody B Underhill Cpa PA
- Sponsor EIN: 463390644
- Sponsor Address: 500 N WESTSHORE BLVD SUITE 1012, TAMPA, FL, 33609
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1
- Total Assets: $598,874
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $598,874 | $0 | $0 |
| 2024 | 1 | $434,214 | $12,356 | $30,500 |
| 2023 | 1 | $345,295 | $15,723 | $35,000 |
| 2022 | 1 | $249,791 | $13,475 | $26,986 |
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