Plan Snapshot
- Plan Sponsor: Identity Financial, INC.
- Sponsor EIN: 223933027
- Sponsor Address: 1860 FM 359, 123, RICHMOND, TX, 77406
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $1.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $1.5M | $20,334 | $61,000 |
| 2023 | 2 | $1.4M | $2,929 | $90,071 |
| 2022 | 2 | $1.2M | $0 | $0 |
| 2020 | 2 | $718,477 | $0 | $0 |
| 2019 | 2 | $740,325 | $0 | $0 |