Gaines & Stacey, LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Gaines & Stacey, LLP
  • Sponsor EIN: 954640351
  • Sponsor Address: 5820 CANOGA AVENUE #300, WOODLAND HILLS, CA, 91367
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $6.2M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$6.2M$181,321$164,622
202310$6.6M$172,892$156,623
202211$5.6M$171,646$149,549

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