Plan Snapshot
- Plan Sponsor: Jeffrey S Almond
- Sponsor EIN: 870670815
- Sponsor Address: 10435 S 2200 W, SOUTH JORDAN, UT, 840958397
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $876,477
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. |
|---|
| 2024 | 4 | $876,477 | $11,506 | $33,133 |
| 2023 | 4 | $502,989 | $9,585 | $24,922 |
| 2022 | 5 | $314,497 | $18,280 | $33,840 |