E. And F. Financial Services, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: E. And F. Financial Services, INC.
  • Sponsor EIN: 943036795
  • Sponsor Address: 655 MARINERS ISLAND BLVD. SUITE 302, SAN MATEO, CA, 94404
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $746,491

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$746,491$3,400$0
20233$683,284$4,000$0
20223$690,246$3,700$0

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