Plan Snapshot
- Plan Sponsor: Tipton, Marler, Garner & Chastain
- Sponsor EIN: 201217629
- Sponsor Address: 501 W 19TH ST, PANAMA CITY, FL, 32405
- Plan Type: 401(k)
- Total Participants: 36
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 36 | $4.8M | $46,602 | $119,787 |
| 2023 | 28 | $4.0M | $37,687 | $98,753 |
| 2022 | 27 | $4.2M | $28,230 | $93,069 |