Plan Snapshot
- Plan Sponsor: Robert R. Serpe, PC
- Sponsor EIN: 112504448
- Sponsor Address: 3 S MAPLE STREET, SHELBURNE FALLS, MA, 01370
- Plan Type: DC
- Total Participants: 1
- Total Assets: $163,798
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 | $163,798 | $0 | $0 |
| 2023 | 1 | $1.5M | $0 | $0 |
| 2022 | 1 | $698,945 | $0 | $0 |
| 2020 | 1 | $700,048 | $0 | $0 |
| 2019 | 0 | $928,783 | $0 | $0 |