# Bolanos Insurance & Financial Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bolanos-insurance-financial-services-inc-plan

> Bolanos Insurance & Financial Services, INC.'s 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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