# Steven L. Lopata, Cpa Ltd 401(k) Plan
Source: https://planprovider.pro/companies/steven-l-lopata-cpa-ltd-plan

> Steven L. Lopata, Cpa Ltd's 401(k) plan: 1 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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