Plan Snapshot
- Plan Sponsor: Joseph D. Johnson & Company
- Sponsor EIN: 590563362
- Sponsor Address: 801 NORTH ORANGE AVENUE SUITE 510, ORLANDO, FL, 32801
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 20
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 20 | $10.9M | $0 | $0 |
| 2024 | 14 | $9.1M | $216,825 | $139,784 |
| 2023 | 13 | $8.0M | $199,205 | $157,346 |
| 2022 | 14 | $6.6M | $222,955 | $144,647 |
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