Canopy Project Management 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Canopy Project Management
  • Sponsor EIN: 842515035
  • Sponsor Address: 1050 LAS AMIGAS RD, NAPA, CA, 945599726
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 6
  • Total Assets: $730,803

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20256$730,803$0$0
20245$521,630$25,931$78,732
20235$459,043$28,107$93,404
20226$275,737$23,765$88,660

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