Plan Snapshot
- Plan Sponsor: Allman & Allman A Professional
- Sponsor EIN: 810892435
- Sponsor Address: PO BOX 3915, PALM DESERT, CA, 922613915
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 12
- Total Assets: $931,558
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 12 | $931,558 | $0 | $0 |
| 2024 | 6 | $752,532 | $22,689 | $59,067 |
| 2023 | 10 | $360,409 | $656 | $2,231 |
| 2022 | 9 | $515,031 | $14,957 | $50,097 |