Plan Snapshot
- Plan Sponsor: Joan P Cacali
- Sponsor EIN: 872713139
- Sponsor Address: 25251 LEICESTER, MISSION VIEJO, CA, 92691
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2
- Total Assets: $193,902
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 2 | $193,902 | $0 | $20,300 |
| 2023 | 2 | $165,606 | $0 | $20,900 |
| 2022 | 2 | $143,330 | $0 | $19,800 |
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