Plan Snapshot
- Plan Sponsor: Barnett & Associates Accountancy Corporation
- Sponsor EIN: 942453766
- Sponsor Address: 3170 HWY. 50, STE. 5, SOUTH LAKE TAHOE, CA, 96150
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $4.0M | $0 | $0 |
| 2023 | 2 | $4.2M | $882 | $30,000 |
| 2022 | 2 | $3.7M | $2,508 | $27,000 |