Plan Snapshot
- Plan Sponsor: Stimmel Associates, P.A.
- Sponsor EIN: 561616978
- Sponsor Address: 601 N. TRADE STREET, SUITE 200, WINSTON-SALEM, NC, 27101
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 39 | $11.7M | $222,000 | $352,104 |
| 2023 | 38 | $10.7M | $222,000 | $325,434 |
| 2022 | 37 | $8.7M | $219,554 | $262,471 |