Galloway & Associates 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Galloway & Associates
  • Sponsor EIN: 953748024
  • Sponsor Address: 2236 S. BROADWAY, SUITE M, SANTA MARIA, CA, 93454
  • Plan Type: 401(k)
  • Total Participants: 15
  • Total Assets: $3.0M

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.
202415$3.0M$45,000$114,095
202312$2.7M$46,030$90,790
202213$2.5M$35,008$84,296

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