Steven E Howell, Cpa, P.C 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Steven E Howell, Cpa, P.C
  • Sponsor EIN: 900149456
  • Sponsor Address: 9 NOELLE DRIVE, WALDEN, NY, 12586
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $841,219

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.
20241$841,219$0$30,500
20231$675,544$0$30,000
20221$544,061$3,840$27,000

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