Plan Snapshot
- Plan Sponsor: Jeffrey L. Otto, Cpa
- Sponsor EIN: 954063153
- Sponsor Address: 216 MONTREAL STREET, 2ND FLOOR EAST, PLAYA DEL REY, CA, 90293
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 2
- Total Assets: $11.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2 | $11.3M | $0 | $0 |
| 2024 | 1 | $9.8M | $19,138 | $30,500 |
| 2023 | 1 | $7.4M | $16,952 | $30,000 |
| 2022 | 1 | $6.2M | $36,825 | $27,000 |