# Kevin J. Herring, Cpa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/kevin-j-herring-cpa-inc-plan

> Kevin J. Herring, Cpa, INC.'s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kevin J. Herring, Cpa, INC.

- **Sponsor EIN:** 202338949

- **Sponsor Address:** 47 E MAIN STREET, SHELBY, OH, 44875

- **Plan Type:** 401(k)

- **Total Participants:** 3

- **Total Assets:** $997,278

## 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|$997,278|$20,877|$30,998|

| 2023|2|$778,331|$19,424|$29,232|

| 2022|2|$577,212|$13,070|$22,693|

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