John Powell & Associates, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: John Powell & Associates, INC.
  • Sponsor EIN: 930862834
  • Sponsor Address: 2015 STATE ST., PO BOX 13640, SALEM, OR, 973091640
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $1.5M

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.
20251$1.5M$0$405,998
20241$1.5M$0$405,998
20233$4.4M$0$61,000
20223$3.8M$0$148,000

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