Famularo & Associates 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Famularo & Associates
  • Sponsor EIN: 261892747
  • Sponsor Address: 27720 JEFFERSON AVE, TEMECULA, CA, 92590
  • Plan Type: 401(k)
  • Total Participants: 14
  • Total Assets: $585,736

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202414$585,736$38,598$66,465
202316$447,040$34,786$61,436
202211$307,316$32,808$53,602

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