Fiscally Fit, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fiscally Fit, INC.
  • Sponsor EIN: 263801310
  • Sponsor Address: PO BOX 301, LOS ALTOS, CA, 94023
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $591,634

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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.
20241$591,634$12,545$57,824
20232$512,798$8,843$30,458
20222$408,393$6,491$28,924

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