Plan Snapshot
- Plan Sponsor: Coghlan Financial Group INC
- Sponsor EIN: 260718665
- Sponsor Address: 4370 LA JOLLA VILLAGE DR STE 630, SAN DIEGO, CA, 921221252
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5
- Total Assets: $860,761
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 5 | $860,761 | $0 | $0 |
| 2024 | 2 | $691,924 | $1,322 | $36,667 |
| 2023 | 4 | $437,914 | $1,573 | $38,833 |
| 2022 | 4 | $218,982 | $2,457 | $28,271 |
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