Plan Snapshot
- Plan Sponsor: Karl & Associates, INC.
- Sponsor EIN: 232525513
- Sponsor Address: 20 LAUCK RD., MOHNTON, PA, 19540
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 13
- Total Assets: $644,940
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 13 | $644,940 | $0 | $0 |
| 2024 | 10 | $1.3M | $2,000 | $37,103 |
| 2023 | 11 | $1.1M | $4,500 | $37,203 |
| 2022 | 10 | $944,971 | $0 | $35,287 |
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