Plan Snapshot
- Plan Sponsor: Bsm Cpa Group, LLC
- Sponsor EIN: 930668420
- Sponsor Address: 10135 SE SUNNYSIDE RD. STE 140, CLACKAMAS, OR, 970155732
- Plan Type: DC
- Total Participants: 4
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $7.9M | $16,496 | $56,979 |
| 2023 | 5 | $3.8M | $13,031 | $45,044 |
| 2022 | 5 | $2.1M | $14,828 | $48,232 |