Schwabe And Associates, Cpas, PLLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Schwabe And Associates, Cpas, PLLC
  • Sponsor EIN: 271252982
  • Sponsor Address: 1920 LAKE ROAD, PONCA CITY, OK, 74604
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $918,348

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$918,348$7,104$30,500
20233$700,162$6,915$31,125
20223$571,674$6,460$28,950

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