Plan Snapshot
- Plan Sponsor: Penelope Dixon & Associates
- Sponsor EIN: 650545084
- Sponsor Address: 777 BRICKELL AVENUE, MIAMI, FL, 33131
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $435,610
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $435,610 | $6,450 | $23,000 |
| 2023 | 2 | $500,860 | $6,066 | $20,500 |
| 2022 | 2 | $428,572 | $5,955 | $20,500 |