Plan Snapshot
- Plan Sponsor: Summers, Green & Leroux, LLP
- Sponsor EIN: 640853461
- Sponsor Address: 625 HIGHLAND COLONY PARKWAY STE 104, RIDGELAND, MS, 39157
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $5.0M | $74,832 | $89,235 |
| 2023 | 9 | $4.2M | $76,006 | $95,029 |
| 2022 | 9 | $3.3M | $68,733 | $82,695 |