Plan Snapshot
- Plan Sponsor: Calvin Y. Louie, Cpa
- Sponsor EIN: 942749491
- Sponsor Address: 950 GRANT AVENUE, 2ND FLOOR, SAN FRANCISCO, CA, 94108
- Plan Type: DC
- Total Participants: 6
- Total Assets: $1.9M
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 | 6 | $1.9M | $72,051 | $0 |
| 2023 | 6 | $2.2M | $82,049 | $0 |
| 2022 | 6 | $1.7M | $79,781 | $0 |