Plan Snapshot
- Plan Sponsor: Chen And Chen, Cpa'S A Prof. Corp.
- Sponsor EIN: 954404838
- Sponsor Address: 2508 FULLERON ROAD, ROWLAND HEIGHTS, CA, 917484450
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $4.2M | $63,784 | $53,937 |
| 2023 | 5 | $5.1M | $79,715 | $72,000 |
| 2022 | 6 | $4.3M | $86,165 | $66,000 |