# Sharpe & Associates, INC. DB Plan
Source: https://planprovider.pro/companies/sharpe-associates-inc-plan

> Sharpe & Associates, INC.'s DB plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sharpe & Associates, INC.

- **Sponsor EIN:** 860657491

- **Sponsor Address:** 4549 E. FORT LOWELL RD., TUCSON, AZ, 85712

- **Plan Type:** DB

- **Total Participants:** 2

- **Total Assets:** $5.5M

## 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|2|$5.5M|$0|$0|

| 2023|2|$5.4M|$0|$0|

| 2022|2|$5.4M|$0|$0|

## Similar Plans

- [Epstein Properties Co INC](https://planprovider.pro/companies/epstein-properties-co-inc-plan) — 2 participants

- [Spencer Development Corporation](https://planprovider.pro/companies/spencer-development-corporation-plan) — 2 participants

- [Sharpe & Associates, INC.](https://planprovider.pro/companies/sharpe-associates-inc-401k-plan) — 2 participants

- [Tres Marie, LLC](https://planprovider.pro/companies/tres-marie-llc-401k-plan) — 2 participants

- [Christopher Pendleton PC](https://planprovider.pro/companies/christopher-pendleton-pc-plan) — 2 participants

- [Stoneman Properties, LLC](https://planprovider.pro/companies/stoneman-properties-llc-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sharpe-associates-inc-plan)

© 2026 PlanProvider.Pro