Plan Snapshot
- Plan Sponsor: Balboa Venture Co.
- Sponsor EIN: 874343170
- Sponsor Address: 1820 W BALBOA BLVD, NEWPORT BEACH, CA, 92663
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $5.4M | $0 | $0 |
| 2024 | 1 | $1.0M | $0 | $0 |
| 2023 | 1 | $0 | $0 | $0 |
| 2022 | 0 | $919,615 | $0 | $0 |
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