Plan Snapshot
- Plan Sponsor: John R Bates Cpa
- Sponsor EIN: 330424495
- Sponsor Address: 928 INDEPENDENCE DRIVE, LARKSPUR, CO, 80118
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $946,263
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 0 | $946,263 | $0 | $0 |
| 2023 | 3 | $1.6M | $0 | $0 |
| 2022 | 3 | $1.7M | $0 | $0 |