Plan Snapshot
- Plan Sponsor: Steven K. Urke, C.P.A., P.C.
- Sponsor EIN: 860676510
- Sponsor Address: 11811 N. TATUM BLVD., SUITE 1060, PHOENIX, AZ, 850281618
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 11
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $3.8M | $32,589 | $140,367 |
| 2023 | 9 | $2.8M | $27,694 | $126,849 |
| 2022 | 9 | $2.2M | $30,342 | $115,055 |