Plan Snapshot
- Plan Sponsor: Kerry L. Plante Cpa PC
- Sponsor EIN: 862609137
- Sponsor Address: ONE CABOT PLACE STE 5, STOUGHTON, MA, 02072
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $598,497
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $598,497 | $10,286 | $47,723 |
| 2023 | 3 | $487,479 | $7,965 | $39,801 |
| 2022 | 3 | $381,147 | $9,353 | $30,262 |