Circle Equity, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Circle Equity, INC.
  • Sponsor EIN: 823053993
  • Sponsor Address: 32622 NANTASKET DRIVE, #59, RANCHO PALOS VERDES, CA, 90275
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $114,390

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251$114,390$0$0
20241$114,390$0$0
20231$120,536$0$0
20222$118,840$0$0

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