Plan Snapshot
- Plan Sponsor: Catherine Cheung, A Prof. Corp.
- Sponsor EIN: 943383622
- Sponsor Address: 32 ULLOA STREET, SAN FRANCISCO, CA, 94127
- Plan Type: DC
- Total Participants: 5
- Total Assets: $1.7M
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 | 5 | $1.7M | $11,671 | $24,200 |
| 2023 | 5 | $1.4M | $10,611 | $16,100 |
| 2022 | 5 | $1.1M | $8,409 | $21,500 |