Plan Snapshot
- Plan Sponsor: Green & Green, Cpa, INC.
- Sponsor EIN: 202433720
- Sponsor Address: 28382 CONSTELLATION ROAD, VALENCIA, CA, 91355
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $2.7M
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 | 5 | $2.7M | $33,251 | $107,448 |
| 2023 | 5 | $2.3M | $33,591 | $106,069 |
| 2022 | 6 | $1.9M | $34,033 | $114,217 |