Hunsaker & Associates San Diego, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hunsaker & Associates San Diego, INC.
  • Sponsor EIN: 330223312
  • Sponsor Address: 9707 WAPLES STREET, SAN DIEGO, CA, 92121
  • Plan Type: 401(k)
  • Total Participants: 69
  • Total Assets: $13.1M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202469$13.1M$170,195$806,735
202362$12.1M$158,888$884,143
202263$11.1M$149,979$714,357

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