Plan Snapshot
- Plan Sponsor: Sheppard, White, Kachergus & Demaggio, P.A.
- Sponsor EIN: 591788091
- Sponsor Address: 215 WASHINGTON STREET, JACKSONVILLE, FL, 322020808
- Plan Type: DC
- Total Participants: 6
- Total Assets: $4.3M
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 | 6 | $4.3M | $75,000 | $0 |
| 2023 | 6 | $3.8M | $50,000 | $0 |
| 2022 | 4 | $3.2M | $75,000 | $0 |