Adele Brady Bolson Cpa Ps 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Adele Brady Bolson Cpa Ps
  • Sponsor EIN: 911619397
  • Sponsor Address: 2330 - 130TH AVE NE STE 200, BELLEVUE, WA, 98005
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $999,817

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$999,817$6,994$35,660
20232$852,587$6,772$38,766
20222$553,688$5,621$31,708

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