Gregory G Kluthe Cpa DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Gregory G Kluthe Cpa
  • Sponsor EIN: 270031599
  • Sponsor Address: P O BOX 23669, PORTLAND, OR, 97281
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $1.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$1.2M$20,314$0
20231$1.1M$26,920$0
20221$983,604$31,838$0

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