Plan Snapshot
- Plan Sponsor: Donna Graham, INC
- Sponsor EIN: 931247047
- Sponsor Address: 662 MAIN STREET, DALLAS, OR, 97338
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 1
- Total Assets: $696,217
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 1 | $696,217 | $22,500 | $30,000 |
| 2022 | 1 | $615,434 | $25,000 | $27,000 |