Plan Snapshot
- Plan Sponsor: Goodson Wachtel And Petrulis A Prof Corp.
- Sponsor EIN: 952854284
- Sponsor Address: 1395 PLAZA DE SONADORES, MONTECITO, CA, 93108
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.2M
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 | 4 | $1.2M | $1,001 | $5,339 |
| 2023 | 4 | $1.1M | $5,006 | $26,697 |
| 2022 | 4 | $882,502 | $4,965 | $25,640 |