Smith Sapp Professional Association 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Smith Sapp Professional Association
  • Sponsor EIN: 570801130
  • Sponsor Address: 4728 JENN DRIVE SUITE 100, MYRTLE BEACH, SC, 295775714
  • Plan Type: 401(k)
  • Total Participants: 38
  • Total Assets: $13.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202438$13.0M$124,519$417,162
202338$11.3M$133,916$395,496
202233$9.4M$125,239$356,169

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