C.J. Light Associates 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: C.J. Light Associates
  • Sponsor EIN: 330552982
  • Sponsor Address: 1401 QUAIL STREET, SUITE 120, NEWPORT BEACH, CA, 92660
  • Plan Type: 401(k)
  • Total Participants: 12
  • Total Assets: $1.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202412$1.6M$39,923$81,805
202312$1.4M$45,611$100,337
202211$1.4M$0$68,988

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