Plan Snapshot
- Plan Sponsor: Tobin & Associates, P.A.
- Sponsor EIN: 650529809
- Sponsor Address: 10800 BISCAYNE BLVD., STE 700, MIAMI, FL, 33161
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $1.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $1.7M | $9,201 | $47,822 |
| 2023 | 6 | $1.6M | $15,233 | $64,093 |
| 2022 | 7 | $1.5M | $16,460 | $68,408 |