Plan Snapshot
- Plan Sponsor: Culshaw & Company LLC
- Sponsor EIN: 270630379
- Sponsor Address: 15115 SW SEQUOIA PKWY STE 170, PORTLAND, OR, 972247156
- Plan Type: DC
- Total Participants: 8
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 8 | $2.1M | $50,000 | $161,483 |
| 2023 | 8 | $1.7M | $50,000 | $150,012 |
| 2022 | 8 | $1.4M | $50,000 | $147,640 |