Plan Snapshot
- Plan Sponsor: Portnoy Cpa
- Sponsor EIN: 593148247
- Sponsor Address: 9283 SAN JOSE BOULEVARD, STE 101, JACKSONVILLE, FL, 32257
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $2.0M
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. |
|---|
| 2024 | 12 | $2.0M | $31,271 | $89,715 |
| 2022 | 7 | $1.7M | $22,784 | $88,759 |
Similar Plans
- Forrester, Hart, Belisle & Whitaker, Pl — 11 participants
- Hochfelder & Weber, P.C. — 11 participants
- Bizzell, Neff & Galloway, P.A. — 10 participants
- Hurd,Hawkins,Meyers&Radosevich,PA — 9 participants
- Weinstein Zugman, LLC — 9 participants
- Fontana Cpas PA — 15 participants