North Georgia Cpa, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: North Georgia Cpa, INC.
  • Sponsor EIN: 461100428
  • Sponsor Address: 3132 HOLLY SPRINGS PARKWAY, CANTON, GA, 30115
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $697,666

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20252$697,666$15,000$10,000
20242$582,756$10,000$23,000
20231$491,551$10,000$15,000
20222$405,502$0$10,000

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