Plan Snapshot
- Plan Sponsor: S. Davis & Associates, INC.
- Sponsor EIN: 341911520
- Sponsor Address: 25550 CHAGRIN BLVD. 204, BEACHWOOD, OH, 44122
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $853,632
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 | $853,632 | $12,000 | $2,400 |
| 2023 | 1 | $841,142 | $2,400 | $12,000 |
| 2022 | 1 | $755,507 | $2,409 | $12,000 |