Plan Snapshot
- Plan Sponsor: Mclin & Burnsed, P.A.
- Sponsor EIN: 591275664
- Sponsor Address: 26736 US HWY 27 SUITE 202, LEESBURG, FL, 34748
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 27
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 27 | $4.4M | $111,559 | $71,993 |
| 2023 | 16 | $3.8M | $99,625 | $95,721 |
| 2022 | 13 | $3.0M | $121,677 | $95,715 |