# Winterset Cpa Group 401(k) Plan
Source: https://planprovider.pro/companies/winterset-cpa-group-401k-plan

> Winterset Cpa Group's 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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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