Plan Snapshot
- Plan Sponsor: Mooney & Thomas, P.C.
- Sponsor EIN: 363031423
- Sponsor Address: 2111 PLUM ST STE 201, AURORA, IL, 605063268
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 12 | $7.6M | $13,530 | $69,119 |
| 2023 | 12 | $6.9M | $14,401 | $72,606 |
| 2022 | 10 | $6.1M | $13,182 | $65,730 |