Plan Snapshot
- Plan Sponsor: Robert J. Allen, Cpa, P.C.
- Sponsor EIN: 920584466
- Sponsor Address: 25 REDWOOD ROAD, SAUGERTIES, NY, 12477
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $994,342
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 | 1 | $994,342 | $0 | $0 |
| 2023 | 1 | $921,235 | $0 | $0 |