# Calvin Y. Louie, Cpa DC Plan
Source: https://planprovider.pro/companies/calvin-y-louie-cpa-plan

> Calvin Y. Louie, Cpa's DC plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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