Plan Snapshot
- Plan Sponsor: Joseph S. Donoho Insurance, INC.
- Sponsor EIN: 593646520
- Sponsor Address: 5005 EAST COLONIAL DRIVE, ORLANDO, FL, 328034311
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $4.6M
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. |
|---|
| 2024 | 13 | $4.6M | $87,581 | $85,126 |
| 2023 | 16 | $4.1M | $101,711 | $83,450 |
| 2022 | 13 | $3.5M | $100,457 | $65,877 |