Plan Snapshot
- Plan Sponsor: Alex A. Accetta, Cpa & Associates, INC.
- Sponsor EIN: 330158115
- Sponsor Address: 8840 WARNER AVE., SUITE 204, FOUNTAIN VALLEY, CA, 92708
- Plan Type: DC
- Total Participants: 9
- Total Assets: $2.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 9 | $2.3M | $11,000 | $39,870 |
| 2023 | 8 | $2.0M | $10,000 | $36,855 |
| 2022 | 8 | $1.7M | $10,000 | $35,860 |