Steven E. Howell, Cpa, PC DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Steven E. Howell, Cpa, PC
  • Sponsor EIN: 900149456
  • Sponsor Address: 9 NOELLE DRIVE, WALDEN, NY, 12586
  • Plan Type: DB
  • Total Participants: 1
  • Total Assets: $650,770

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$650,770$300,000$0
20231$306,180$300,000$0

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