The Working Genius INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Working Genius INC.
  • Sponsor EIN: 883864939
  • Sponsor Address: 212 AREZZO CT, SANFORD, FL, 32771
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $143,976

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$143,976$0$44,968
20232$184,843$824$0
20222$158,134$700$0

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