Plan Snapshot
- Plan Sponsor: Surry Scheerer Lmsw LLC
- Sponsor EIN: 461611966
- Sponsor Address: 1604 MORTON AVE, ANN ARBOR, MI, 48104
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $491,460
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. |
|---|
| 2023 | 2 | $491,460 | $0 | $0 |
| 2022 | 2 | $428,542 | $0 | $0 |