Plan Snapshot
- Plan Sponsor: Jacobsma And Associates
- Sponsor EIN: 202304962
- Sponsor Address: P.O. BOX 1833, PASO ROBLES, CA, 93447
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $676,249
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 16 | $676,249 | $31,979 | $32,205 |
| 2023 | 14 | $611,998 | $25,476 | $18,271 |
| 2022 | 13 | $576,816 | $22,119 | $17,046 |