Plan Snapshot
- Plan Sponsor: Accountmate Software Corporation
- Sponsor EIN: 943382661
- Sponsor Address: 1445 TECHNOLOGY LANE, SUITE A3, PETALUMA, CA, 94954
- Plan Type: 401(k)
- Total Participants: 19
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 19 | $6.0M | $0 | $207,481 |
| 2023 | 20 | $5.1M | $0 | $197,996 |
| 2022 | 19 | $4.3M | $0 | $166,201 |