# Joseph S. Donoho Insurance, INC. 401(k) Plan
Source: https://planprovider.pro/companies/joseph-s-donoho-insurance-inc-401k-plan

> Joseph S. Donoho Insurance, INC.'s 401(k) plan: 13 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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