# Stevenson Smith, Cpa'S LLC 401(K) Plan 401(k) Plan
Source: https://planprovider.pro/companies/stevenson-smith-cpa-s-llc-401-k-plan-401k-plan

> Stevenson Smith, Cpa'S LLC 401(K) Plan's 401(k) plan: 4 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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