Plan Snapshot
- Plan Sponsor: Stevenson Smith, Cpa'S LLC 401(K) Plan
- Sponsor EIN: 529860019
- Sponsor Address: 5252 N EDGEWOOD DRIVE SUITE 350, PROVO, UT, 84604
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $916,252
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. |
|---|
| 2023 | 4 | $916,252 | $110,911 | $0 |
| 2022 | 4 | $748,137 | $95,801 | $0 |