Plan Snapshot
- Plan Sponsor: Donald R Perry
- Sponsor EIN: 910939881
- Sponsor Address: 5702 N 33RD ST UNIT 4C, TACOMA, WA, 984072515
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $707,694
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2024 | 1 | $707,694 | $900 | $0 |
| 2023 | 1 | $573,968 | $475 | $0 |
| 2022 | 1 | $478,320 | $390 | $900 |