Plan Snapshot
- Plan Sponsor: J David Thomas Cpa INC
- Sponsor EIN: 510438767
- Sponsor Address: 476 CENTURY PARK DRIVE SUITE A, YUBA CITY, CA, 959910000
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $2.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 4 | $2.6M | $49,869 | $65,184 |
| 2024 | 5 | $2.5M | $55,213 | $64,184 |
| 2023 | 5 | $2.3M | $57,305 | $63,184 |
| 2022 | 5 | $2.0M | $60,088 | $57,184 |