Koonsfuller, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Koonsfuller, P.C.
  • Sponsor EIN: 751619362
  • Sponsor Address: 1717 MCKINNEY AVE STE 1500, DALLAS, TX, 75202
  • Plan Type: 401(k)
  • Total Participants: 91
  • Total Assets: $11.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202491$11.3M$219,440$897,580
202386$9.3M$201,830$808,748
202289$8.1M$191,492$762,732

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