Plan Snapshot
- Plan Sponsor: Mark S Davidson Cpa INC PC
- Sponsor EIN: 461490931
- Sponsor Address: 1154 E 61ST ST, TULSA, OK, 741360523
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $296,877
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | $296,877 | $24,560 | $48,000 |
| 2023 | 2 | $221,399 | $28,960 | $48,000 |
| 2022 | 2 | $133,670 | $26,490 | $106,000 |