Plan Snapshot
- Plan Sponsor: Kd Capital Mortgage Corporation
- Sponsor EIN: 270982018
- Sponsor Address: 1305 VINE STREET, PASO ROBLES, CA, 93446
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6
- Total Assets: $2.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 6 | $2.3M | $0 | $0 |
| 2024 | 7 | $2.2M | $28,608 | $71,775 |
| 2023 | 7 | $1.9M | $8,116 | $72,630 |
| 2022 | 7 | $1.7M | $51,092 | $75,029 |
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