Plan Snapshot
- Plan Sponsor: Backen & Backen
- Sponsor EIN: 943256552
- Sponsor Address: 1421 MAIN STREET, ST HELENA, CA, 94574
- Plan Type: 401(k)
- Total Participants: 53
- Total Assets: $9.5M
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 | 53 | $9.5M | $208,560 | $778,401 |
| 2023 | 78 | $8.5M | $252,885 | $931,737 |
| 2022 | 94 | $6.9M | $177,758 | $740,120 |