Plan Snapshot
- Plan Sponsor: Susan S. Smith, INC.
- Sponsor EIN: 591669598
- Sponsor Address: 5099 NORTH A1A, VERO BEACH, FL, 32963
- Plan Type: DC
- Total Participants: 6
- Total Assets: $2.9M
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 | 6 | $2.9M | $28,465 | $27,000 |
| 2023 | 5 | $2.7M | $25,708 | $27,000 |
| 2022 | 5 | $2.5M | $28,643 | $27,000 |