Plan Snapshot
- Plan Sponsor: Gilbert Cpas
- Sponsor EIN: 680037990
- Sponsor Address: 2880 GATEWAY OAKS DRIVE, SUITE 100, SACRAMENTO, CA, 95833
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $17.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 69 | $17.1M | $558,051 | $558,222 |
| 2023 | 64 | $17.0M | $557,303 | $559,741 |
| 2022 | 67 | $13.3M | $629,872 | $614,293 |