Joan P Cacali DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Joan P Cacali
  • Sponsor EIN: 872713139
  • Sponsor Address: 25251 LEICESTER, MISSION VIEJO, CA, 92691
  • Plan Type: DC
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$193,902$0$20,300
20232$165,606$0$20,900
20222$143,330$0$19,800

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