Jamie Cobb PC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Jamie Cobb PC
  • Sponsor EIN: 204298727
  • Sponsor Address: 359 N THE GREENS AVE, NEWBERG, OR, 971327464
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $1.6M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251$1.6M$0$0
20241$1.5M$0$0
20231$1.3M$0$0
20221$1.1M$29,290$4,340

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