Plan Snapshot
- Plan Sponsor: John F. Sutherland & Associates Insurance Services, INC.
- Sponsor EIN: 953683603
- Sponsor Address: 6215 FERRIS SQ., STE. 240, SAN DIEGO, CA, 921213251
- Plan Type: DC
- Total Participants: 6
- Total Assets: $1.1M
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. |
|---|
| 2025 | 6 | $1.1M | $0 | $0 |
| 2024 | 2 | $1.1M | $0 | $0 |
| 2023 | 2 | $941,164 | $0 | $0 |
| 2022 | 2 | $763,404 | $0 | $0 |