Plan Snapshot
- Plan Sponsor: Jon W Bell
- Sponsor EIN: 274173227
- Sponsor Address: 27 CALLE AMENO, SAN CLEMENTE, CA, 926722366
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $146,268
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $146,268 | $12,033 | $241 |
| 2023 | 1 | $125,221 | $12,033 | $241 |
| 2022 | 1 | $98,090 | $12,033 | $241 |