Plan Snapshot
- Plan Sponsor: Giacomo A. Licari
- Sponsor EIN: 770330691
- Sponsor Address: P.O. BOX 1062, ATASCADERO, CA, 93423
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2024 | 3 | $2.1M | $3,039 | $32,435 |
| 2023 | 3 | $2.0M | $4,441 | $36,707 |
| 2022 | 3 | $1.8M | $1,952 | $1,952 |