# Jeffrey L. Otto, Cpa 401(k) Plan
Source: https://planprovider.pro/companies/jeffrey-l-otto-cpa-plan

> Jeffrey L. Otto, Cpa's 401(k) plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jeffrey L. Otto, Cpa

- **Sponsor EIN:** 954063153

- **Sponsor Address:** 216 MONTREAL STREET, 2ND FLOOR EAST, PLAYA DEL REY, CA, 902937736

- **Plan Type:** 401(k)

- **Total Participants:** 1

- **Total Assets:** $9.8M

## 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.|

| 2024|1|$9.8M|$19,138|$30,500|

| 2023|2|$7.4M|$16,952|$30,000|

| 2022|2|$6.2M|$36,825|$27,000|

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