# Steven K. Urke, C.P.A., P.C. 401(k) Plan
Source: https://planprovider.pro/companies/steven-k-urke-c-p-a-p-c-401k-plan

> Steven K. Urke, C.P.A., P.C.'s 401(k) plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **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|

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