# Calegari & Morris, Accountants, A Professional Corporation 401(k) Plan
Source: https://planprovider.pro/companies/calegari-morris-accountants-a-professional-corporation-plan

> Calegari & Morris, Accountants, A Professional Corporation's 401(k) plan: 51 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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|

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