Plan Snapshot
- Plan Sponsor: Calegari & Morris, Accountants, A Professional Corporation
- Sponsor EIN: 942186350
- Sponsor Address: 650 CALIFORNIA STREET, 3RD FLOOR, SAN FRANCISCO, CA, 94108
- Plan Type: 401(k)
- Total Participants: 51
- Total Assets: $60.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 51 | $60.2M | $712,711 | $930,660 |
| 2023 | 51 | $60.2M | $712,711 | $930,660 |
| 2022 | 47 | $51.9M | $711,080 | $883,305 |