# Gary A Halpert Cpa 401(k) Plan
Source: https://planprovider.pro/companies/gary-a-halpert-cpa-plan

> Gary A Halpert Cpa's 401(k) plan: 1 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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