Plan Snapshot
- Plan Sponsor: Terry Jones & Associates, PC
- Sponsor EIN: 630796495
- Sponsor Address: 5910 GRELOT ROAD, MOBILE, AL, 36609
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4
- Total Assets: $1.8M
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. |
|---|
| 2023 | 4 | $1.8M | $13,278 | $41,581 |
| 2022 | 3 | $1.4M | $11,615 | $36,188 |
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