Plan Snapshot
- Plan Sponsor: Winkler Kurtz, LLP
- Sponsor EIN: 112868840
- Sponsor Address: 1201 ROUTE 112, SUITE 200, PORT JEFFERSON STATION, NY, 11776
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $1.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $1.4M | $25,542 | $77,365 |
| 2023 | 11 | $1.3M | $26,959 | $81,354 |
| 2022 | 9 | $828,738 | $23,820 | $78,197 |