Plan Snapshot
- Plan Sponsor: Price, Kong & Co., C.P.A.'S, P.A.
- Sponsor EIN: 860611246
- Sponsor Address: 645 E. MISSOURI AVE., PHOENIX, AZ, 85012
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $4.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 40 | $4.5M | $225,149 | $206,922 |
| 2023 | 39 | $9.3M | $272,210 | $281,551 |
| 2022 | 50 | $7.9M | $242,228 | $295,690 |
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