James M Yun PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: James M Yun PC
  • Sponsor EIN: 271130874
  • Sponsor Address: 2423 NW TROOST ST, ROSEBURG, OR, 97471
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $1.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$1.5M$53,318$69,946
202310$1.3M$63,533$68,467
20228$1.0M$41,589$34,958

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