Julie A Smith Sole Proprietor 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Julie A Smith Sole Proprietor
  • Sponsor EIN: 393530978
  • Sponsor Address: 5660 CLINTON RIVER DR, WATERFORD, MI, 483272526
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $300,000

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$300,000$0$0

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