Plan Snapshot
- Plan Sponsor: Susan L. Howell, Cpa, PC
- Sponsor EIN: 753147835
- Sponsor Address: 11 RACQUET ROAD, NEWBURGH, NY, 12550
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $494,964
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 1 | $494,964 | $4,820 | $30,500 |
| 2023 | 1 | $413,665 | $4,000 | $30,000 |
| 2022 | 1 | $350,009 | $3,400 | $27,020 |