Plan Snapshot
- Plan Sponsor: Elsener & Elsener LLP
- Sponsor EIN: 680038828
- Sponsor Address: 3 HARBOR DR., SAUSALITO, CA, 94965
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $2.9M
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 | 8 | $2.9M | $0 | $119,387 |
| 2023 | 8 | $4.1M | $0 | $129,149 |
| 2022 | 9 | $3.4M | $0 | $113,998 |