Plan Snapshot
- Plan Sponsor: Koonz, Mckenney, Johnson, & Depaolis, LLP
- Sponsor EIN: 522017020
- Sponsor Address: 5335 WISCONSIN AVE NW, WASHINGTON, DC, 20015
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 22 | $17.8M | $147,962 | $254,459 |
| 2023 | 25 | $22.3M | $150,000 | $274,277 |
| 2022 | 25 | $18.6M | $149,443 | $261,327 |