Plan Snapshot
- Plan Sponsor: Lorraine A Barton, Cpa, PC
- Sponsor EIN: 834077131
- Sponsor Address: 155 OLD CASTLE POINT ROAD, WAPPINGERS FALLS, NY, 12590
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $1.2M
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 | 1 | $1.2M | $21,000 | $30,500 |
| 2023 | 1 | $980,445 | $34,171 | $29,004 |
| 2022 | 1 | $760,241 | $32,500 | $27,000 |