Plan Snapshot
- Plan Sponsor: Peninsula Investments INC
- Sponsor EIN: 510330071
- Sponsor Address: 9990 COCONUT RD, ESTERO, FL, 341358488
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5
- Total Assets: $1.1M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 5 | $1.1M | $0 | $0 |
| 2024 | 5 | $853,987 | $9,813 | $109,816 |
| 2023 | 5 | $607,632 | $9,385 | $100,132 |
| 2022 | 5 | $402,113 | $8,529 | $90,340 |
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