# Emery Stephens Holding Profit Sharing Trust DC Plan
Source: https://planprovider.pro/companies/emery-stephens-holding-profit-sharing-trust-860366933-001

> Emery Stephens Holding Profit Sharing Trust's DC plan: 7 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Emery Stephens Holding Profit Sharing Trust

- **Sponsor EIN:** 860366933

- **Sponsor Address:** 5671 N ORACLE ROAD SUITE 1102, TUCSON, AZ, 85704

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 7

- **Total Assets:** $96,220

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|7|$96,220|$0|$0|

| 2024|7|$87,381|$18,786|$0|

| 2023|7|$68,595|$32,294|$0|

| 2022|7|$30,321|$30,321|$0|

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