Plan Snapshot
- Plan Sponsor: Gugino & Mortimer, PLC
- Sponsor EIN: 201598812
- Sponsor Address: 2830 N. SWAN ROAD, SUITE 160, TUCSON, AZ, 85712
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $3.5M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $3.5M | $30,000 | $0 |
| 2023 | 3 | $3.5M | $30,000 | $0 |
| 2022 | 3 | $3.5M | $40,000 | $0 |