Plan Snapshot
- Plan Sponsor: Callahan, Thompson, Sherman & Caudill, LLP
- Sponsor EIN: 270465422
- Sponsor Address: 2601 MAIN ST STE 800, IRVINE, CA, 926144230
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 9
- Total Assets: $1,034
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 | 9 | $1,034 | $0 | $15,000 |
| 2023 | 7 | $14,763 | $0 | $14,201 |
| 2022 | 9 | $15,671 | $0 | $15,028 |