Plan Snapshot
- Plan Sponsor: Gregory D. Barton Cpa & Associates, INC.
- Sponsor EIN: 954770856
- Sponsor Address: 787 N. PALM CANYON DRIVE, PALM SPRINGS, CA, 92262
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $681,903
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 17 | $681,903 | $29,870 | $118,027 |
| 2023 | 18 | $556,596 | $32,277 | $111,392 |
| 2022 | 17 | $379,556 | $29,952 | $104,148 |