# John R Bates Cpa 401(k) Plan
Source: https://planprovider.pro/companies/john-r-bates-cpa-401k-plan

> John R Bates Cpa's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** John R Bates Cpa

- **Sponsor EIN:** 330424495

- **Sponsor Address:** 928 INDEPENDENCE DRIVE, LARKSPUR, CO, 80118

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $946,263

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$946,263|$0|$0|

| 2023|3|$1.6M|$0|$0|

| 2022|3|$1.7M|$0|$0|

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