Elderoak Properties, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Elderoak Properties, INC.
  • Sponsor EIN: 204706426
  • Sponsor Address: 2712 ELDEROAK ROAD, THOUSAND OAKS, CA, 91361
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $17.2M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$17.2M$104,270$107,000
20234$12.4M$97,080$105,000
20224$10.6M$121,000$95,000

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