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
- 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 | $5,243 | $0 |
| 2024 | 7 | $87,381 | $18,786 | $0 |
| 2023 | 7 | $68,595 | $32,294 | $0 |
| 2022 | 7 | $30,321 | $30,321 | $0 |