Plan Snapshot
- Plan Sponsor: Bolanos Insurance & Financial Services, INC.
- Sponsor EIN: 832234430
- Sponsor Address: 23822 VALENCIA BLVD SUITE 204, VALENCIA, CA, 91355
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $1.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $1.3M | $5,506 | $7,236 |
| 2023 | 4 | $2.5M | $4,160 | $5,200 |
| 2022 | 3 | $772,954 | $360 | $450 |