Plan Snapshot
- Plan Sponsor: Banner Financial Services, INC.
- Sponsor EIN: 731627997
- Sponsor Address: 543 COUNTRY CLUB DRIVE #B335, SIMI VALLEY, CA, 93065
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 2 | $4.8M | $0 | $0 |
| 2023 | 1 | $4.2M | $0 | $1,829 |
| 2022 | 1 | $3.5M | $0 | $27,000 |