Gifford Fong Associates Health & Welfare Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Gifford Fong Associates
  • Sponsor EIN: 953305625
  • Sponsor Address: 3658 MT DIABLO BLVD STE 200, LAFAYETTE, CA, 945493751
  • Plan Type: Health & Welfare
  • Plan Number: 501
  • Total Participants: 5
  • Total Assets: $8,299

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.
20255$8,299$0$0
20246$13,298$0$13,298
20236$10,400$0$10,400
20225$8,000$0$8,000

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