Donahue Davies LLP 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Donahue Davies LLP
  • Sponsor EIN: 680116581
  • Sponsor Address: 1 NATOMA STREET, FOLSOM, CA, 956300000
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $4.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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.
20231$4.2M$44,350$30,000
20222$4.0M$41,700$27,000

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