Plan Snapshot
- Plan Sponsor: Gary A Halpert Cpa
- Sponsor EIN: 954813582
- Sponsor Address: 1180 WESTCREEK LN, WESTLAKE VILLAGE, CA, 91362
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $1.5M | $0 | $30,000 |
| 2024 | 1 | $1.4M | $56,554 | $30,500 |
| 2023 | 2 | $1.1M | $75,154 | $7,500 |
| 2022 | 2 | $887,036 | $69,431 | $6,500 |