Clarkson Law Firm, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Clarkson Law Firm, P.C.
  • Sponsor EIN: 465232528
  • Sponsor Address: 22525 PACIFIC COAST HWY, MALIBU, CA, 90265
  • Plan Type: 401(k)
  • Total Participants: 60
  • Total Assets: $2.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202460$2.4M$297,195$399,853
2023138$1.6M$209,879$291,474
202277$819,908$96,348$191,123

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