Plan Snapshot
- Plan Sponsor: John Cumbelich & Associates, INC.
- Sponsor EIN: 680457851
- Sponsor Address: 1330 NORTH BROADWAY, STE 200A, WALNUT CREEK, CA, 94596
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $1.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $1.3M | $73,497 | $30,500 |
| 2023 | 3 | $984,728 | $110,974 | $60,000 |
| 2022 | 3 | $704,818 | $12,247 | $0 |