Plan Snapshot
- Plan Sponsor: Brian I Peters
- Sponsor EIN: 330303496
- Sponsor Address: 3287 F ST STE A, SAN DIEGO, CA, 921023328
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $122,669
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 4 | $122,669 | $0 | $6,000 |
| 2023 | 5 | $100,877 | $0 | $6,432 |
| 2022 | 7 | $138,483 | $0 | $8,506 |