# Mark S Davidson Cpa INC PC 401(k) Plan
Source: https://planprovider.pro/companies/mark-s-davidson-cpa-inc-pc-401k-plan

> Mark S Davidson Cpa INC PC's 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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