Mechanik Nuccio Hearne & Wester, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mechanik Nuccio Hearne & Wester, P.A.
  • Sponsor EIN: 650641376
  • Sponsor Address: 3225 SOUTH MACDILL AVENUE #317, TAMPA, FL, 33629
  • Plan Type: 401(k)
  • Total Participants: 14
  • Total Assets: $13.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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.
202414$13.6M$204,259$158,191
202315$13.9M$296,022$200,505
202215$11.3M$266,237$237,924

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