Plan Snapshot
- Plan Sponsor: Marc Penn
- Sponsor EIN: 271533889
- Sponsor Address: 5320 GULF OF MEXICO DRIVE, LONGBOAT KEY, FL, 34228
- Plan Type: DC
- Total Participants: 1
- Total Assets: $3.9M
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 | $3.9M | $46,000 | $30,500 |
| 2023 | 1 | $2.9M | $73,500 | $0 |
| 2022 | 1 | $2.1M | $67,500 | $0 |