Dixie James 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Dixie James
  • Sponsor EIN: 800729843
  • Sponsor Address: 23679 CALABASAS RD PMB 126, CALABASAS, CA, 913021502
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $293,572

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$293,572$7,894$32,450
20233$241,927$8,246$21,450
20223$200,072$8,413$22,813

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