# Jon Carswell Cpa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jon-carswell-cpa-inc-401k-plan

> Jon Carswell Cpa, INC.'s 401(k) plan: 1 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Jon Carswell Cpa, INC.

- **Sponsor EIN:** 842353863

- **Sponsor Address:** 5034 RIMROCK PASS, MONTGOMERY, TX, 77316

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

- **Total Participants:** 1

- **Total Assets:** $329,250

## 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:** Yes

## Plan Financials by Year

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

| 2025|1|$329,250|$0|$0|

| 2024|1|$329,250|$0|$0|

| 2023|1|$213,908|$0|$0|

| 2022|1|$218,528|$0|$0|

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