Ira Hermann, Sole Proprietor DB Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Ira Hermann, Sole Proprietor
  • Sponsor EIN: 330086372
  • Sponsor Address: 4695 MACARTHUR COURT, SUITE 1000, NEWPORT BEACH, CA, 92660
  • Plan Type: DB
  • Total Participants: 4
  • Total Assets: $3.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20234$3.1M$569,271$0
20225$2.7M$124,396$0

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