Ford & Mortensen, Ps 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ford & Mortensen, Ps
  • Sponsor EIN: 800007878
  • Sponsor Address: 320 S SULLIVAN ROAD, SPOKANE VALLEY, WA, 99037
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $753,580

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$753,580$11,099$2,125
20235$649,864$10,454$1,200
20225$504,100$21,055$9,700

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