Plan Snapshot
- Plan Sponsor: Joseph J. Montalto, Cpa PC
- Sponsor EIN: 884142410
- Sponsor Address: 19 BROOKSIDE COURT, LAKE KATRINE, NY, 12449
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $243,423
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 1 | $243,423 | $0 | $10,000 |