Plan Snapshot
- Plan Sponsor: Robert Marchione, Cpa, PC
- Sponsor EIN: 043786317
- Sponsor Address: 21 SYLVAN PARK DRIVE, NEWBURGH, NY, 12550
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $1.1M
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 | $1.1M | $20,400 | $30,500 |
| 2023 | 1 | $914,313 | $19,800 | $30,000 |
| 2022 | 1 | $765,006 | $11,400 | $27,000 |