# Jon W Bell 401(k) Plan
Source: https://planprovider.pro/companies/jon-w-bell-401k-plan

> Jon W Bell's 401(k) plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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