Plan Snapshot
- Plan Sponsor: Winterset Cpa Group
- Sponsor EIN: 311746337
- Sponsor Address: 4679 WINTERSET DRIVE, COLUMBUS, OH, 43220
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $4.1M
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 | 3 | $4.1M | $57,519 | $19,964 |
| 2023 | 3 | $3.4M | $47,723 | $62,005 |
| 2022 | 3 | $2.9M | $43,205 | $51,580 |
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