Plan Snapshot
- Plan Sponsor: Hamill & Kaplan LLP
- Sponsor EIN: 201874095
- Sponsor Address: 340 N WESTLAKE BLVD STE 220, WESTLAKE VILLAGE, CA, 913627032
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 6 | $1.5M | $0 | $0 |
| 2024 | 7 | $1.2M | $30,025 | $171,205 |
| 2023 | 7 | $1.2M | $26,262 | $157,450 |
| 2022 | 7 | $901,126 | $25,913 | $128,556 |