Plan Snapshot
- Plan Sponsor: Steven L. Lopata, Cpa Ltd
- Sponsor EIN: 200397855
- Sponsor Address: 370 CHARAL LN, HIGHLAND PARK, IL, 60035
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $809,527
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 1 | $809,527 | $13,750 | $30,000 |
| 2022 | 1 | $625,334 | $0 | $26,750 |