Plan Snapshot
- Plan Sponsor: The Shuman Company
- Sponsor EIN: 825111062
- Sponsor Address: 615 MID-FLORIDA DRIVE, SUITE 4, LAKELAND, FL, 33813
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $420,856
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $420,856 | $0 | $0 |
| 2023 | 2 | $389,711 | $0 | $0 |
| 2022 | 2 | $444,090 | $0 | $0 |