Plan Snapshot
- Plan Sponsor: Portnoy Cpa
- Sponsor EIN: 593148247
- Sponsor Address: 9283 SAN JOSE BOULEVARD, STE 101, JACKSONVILLE, FL, 32257
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 14
- Total Assets: $2.7M
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. |
|---|
| 2025 | 14 | $2.7M | $0 | $0 |
| 2024 | 12 | $2.0M | $31,271 | $89,715 |
| 2022 | 7 | $1.7M | $22,784 | $88,759 |