Plan Snapshot
- Plan Sponsor: Donnelly Nelson & Depolo, A Professional Corporation
- Sponsor EIN: 263919591
- Sponsor Address: 201 N CIVIC DRIVE, WALNUT CREEK, CA, 94596
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2024 | 11 | $2.8M | $53,375 | $138,467 |
| 2023 | 12 | $2.3M | $131,358 | $144,793 |
| 2022 | 15 | $2.2M | $123,163 | $169,464 |