Plan Snapshot
- Plan Sponsor: Hal Brand, Cpa Accountancy Corporation
- Sponsor EIN: 330294508
- Sponsor Address: 26479 RANCHO PARKWAY SOUTH, LAKE FOREST, CA, 92630
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $5.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $5.1M | $119,694 | $109,512 |
| 2023 | 5 | $4.6M | $113,741 | $110,506 |
| 2022 | 5 | $3.1M | $38,252 | $92,428 |