Peters Kalail & Markakis Co., L.P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Peters Kalail & Markakis Co., L.P.A.
  • Sponsor EIN: 341940333
  • Sponsor Address: 6480 ROCKSIDE WOODS BLVD. SOUTH, CLEVELAND, OH, 441312222
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $5.5M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202413$5.5M$94,375$156,132
202311$4.7M$91,233$149,789
202211$4.3M$79,892$135,077

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