Plan Snapshot
- Plan Sponsor: Kathy Newman, INC.
- Sponsor EIN: 841456705
- Sponsor Address: 420 S MARION PARKWAY 1103, DENVER, CO, 80209
- Plan Type: DC
- Total Participants: 2
- Total Assets: $1.4M
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 | 2 | $1.4M | $0 | $0 |
| 2024 | 2 | $1.4M | $0 | $0 |
| 2023 | 2 | $1.4M | $16,069 | $0 |
| 2022 | 2 | $1.3M | $10,366 | $0 |