Plan Snapshot
- Plan Sponsor: Jan Loewen Insurance Services
- Sponsor EIN: 813418878
- Sponsor Address: 100 STONY POINT RD. STE. 270, SANTA ROSA, CA, 95401
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $390,775
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. |
|---|
| 2025 | 5 | $390,775 | $16,854 | $27,063 |
| 2024 | 5 | $390,775 | $16,854 | $27,063 |
| 2023 | 5 | $389,150 | $6,738 | $12,278 |
| 2022 | 4 | $262,931 | $4,903 | $6,376 |
| 2021 | 3 | $146,427 | $5,788 | $7,249 |