Plan Snapshot
- Plan Sponsor: Valentine Cpa, PC
- Sponsor EIN: 841384179
- Sponsor Address: 944 E GORDON AVE, LAYTON, UT, 840402817
- Plan Type: DC
- Total Participants: 18
- Total Assets: $770,012
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 18 | $770,012 | $38,390 | $33,000 |
| 2023 | 15 | $671,311 | $73,695 | $18,423 |
| 2022 | 8 | $552,565 | $46,316 | $11,578 |