Francis J. Cunningham, Iii 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Francis J. Cunningham, Iii
  • Sponsor EIN: 953929197
  • Sponsor Address: 26681 MACMILLAN RANCH RD, CANYON COUNTRY, CA, 91387
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $941,691

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$941,691$0$3,400
20232$752,016$0$14,400
20222$583,449$0$14,400

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