Roxssani E Whittembury 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Roxssani E Whittembury
  • Sponsor EIN: 470850467
  • Sponsor Address: 3144 PARAISO WAY, LA CRESCENTA, CA, 912141940
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $720,829

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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.
20242$720,829$0$0
20232$720,829$9,750$0
20222$711,079$27,000$0

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