Roger Sipe Cpa Firm, LLC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Roger Sipe Cpa Firm, LLC
  • Sponsor EIN: 208232577
  • Sponsor Address: 4246 W 046 N, HUNTINGTON, IN, 467509067
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$0$0
20230$20,564$0$0
20220$669,326$6,841$13,479

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