Plan Snapshot
- Plan Sponsor: Scott Smith & Son, INC.
- Sponsor EIN: 161017618
- Sponsor Address: 8 DELPHINE ST, OWEGO, NY, 138271010
- Plan Type: 401(k)
- Total Participants: 26
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 26 | $2.8M | $84,518 | $82,703 |
| 2023 | 24 | $2.5M | $83,572 | $115,938 |
| 2022 | 25 | $1.9M | $72,567 | $109,129 |