# Jody B Underhill Cpa PA 401(k) Plan
Source: https://planprovider.pro/companies/jody-b-underhill-cpa-pa-401k-plan

> Jody B Underhill Cpa PA's 401(k) plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 1

- **Total Assets:** $434,214

## 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.|

| 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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