Plan Snapshot
- Plan Sponsor: Kenefick & Co., Cpa'S, PA
- Sponsor EIN: 562225628
- Sponsor Address: 2108 CHESTERFIELD AVENUE, CHARLOTTE, NC, 28205
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | $1.3M | $18,675 | $30,500 |
| 2023 | 1 | $1.2M | $17,625 | $30,000 |
| 2022 | 1 | $955,499 | $18,875 | $27,000 |