Dennis Allen Associates 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Dennis Allen Associates
  • Sponsor EIN: 770101316
  • Sponsor Address: 201 NORTH MILPAS STREET, SANTA BARBARA, CA, 93103
  • Plan Type: 401(k)
  • Plan Number: 002
  • Total Participants: 52
  • Total Assets: $4.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202452$4.7M$244,040$0
202355$4.1M$214,040$0
202262$2.4M$112,500$0

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