# Integrated Financial Services, Ltd. 401(K) Retirement/Profit Sharing P 401(k) Plan
Source: https://planprovider.pro/companies/integrated-financial-services-ltd-401-k-retirement-profit-sharing-p-401k-plan

> Integrated Financial Services, Ltd. 401(K) Retirement/Profit Sharing P's 401(k) plan: 5 participants, plan year 2023 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Integrated Financial Services, Ltd. 401(K) Retirement/Profit Sharing P

- **Sponsor EIN:** 943347260

- **Sponsor Address:** 3964 RIVERMARK PLZ PMB 137, SANTA CLARA, CA, 950544155

- **Plan Type:** 401(k)

- **Total Participants:** 5

- **Total Assets:** $573,702

## 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.|

| 2023|5|$573,702|$0|$0|

| 2022|5|$483,028|$0|$0|

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