Plan Snapshot
- Plan Sponsor: Carlisle Dorafshani Wohl & Associates INC
- Sponsor EIN: 814420068
- Sponsor Address: 28632 ROADSIDE DR SUITE 225, AGOURA HILLS, CA, 91301
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $389,190
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 | 4 | $389,190 | $7,910 | $25,200 |
| 2023 | 3 | $1.0M | $5,957 | $23,700 |
| 2022 | 3 | $805,303 | $5,905 | $21,650 |