# Portnoy Cpa 401(k) Plan
Source: https://planprovider.pro/companies/portnoy-cpa-plan

> Portnoy Cpa's 401(k) plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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