Plan Snapshot
- Plan Sponsor: Law Office Of Patrick Sorsby P
- Sponsor EIN: 473288544
- Sponsor Address: 40 COLVIN AVE STE 203, ALBANY, NY, 122061104
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $367,365
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 2 | $367,365 | $42,514 | $23,000 |
| 2023 | 1 | $267,474 | $40,564 | $22,500 |
| 2022 | 2 | $191,582 | $37,945 | $20,500 |