Mcclow, Clark & Berk, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mcclow, Clark & Berk, P.A.
  • Sponsor EIN: 591162456
  • Sponsor Address: 1912 HAMILTON STREET, JACKSONVILLE, FL, 32210
  • Plan Type: 401(k)
  • Total Participants: 59
  • Total Assets: $19.7M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202459$19.7M$781,759$481,994
202356$16.8M$876,057$563,508
202255$15.7M$872,447$543,554

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