Plan Snapshot
- Plan Sponsor: May, Potenza, Baran & Gillespie, P.C.
- Sponsor EIN: 860818411
- Sponsor Address: 1850 N. CENTRAL AVE. SUITE 1600, PHOENIX, AZ, 85004
- Plan Type: 401(k)
- Total Participants: 52
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 52 | $6.2M | $382,313 | $465,998 |
| 2023 | 50 | $6.8M | $79,319 | $471,103 |
| 2022 | 50 | $5.4M | $287,840 | $363,007 |
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