Plan Snapshot
- Plan Sponsor: Joel Gotvald PA
- Sponsor EIN: 272053137
- Sponsor Address: 1902 W 34TH ST, AUSTIN, TX, 787031319
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 9
- Total Assets: $1.3M
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 | 9 | $1.3M | $0 | $0 |
| 2024 | 2 | $1.1M | $87,623 | $0 |
| 2023 | 8 | $774,740 | $49,045 | $53,965 |
| 2022 | 4 | $488,406 | $48,087 | $52,516 |
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