Plan Snapshot
- Plan Sponsor: Kenneth E. Boone Wealth Management
- Sponsor EIN: 770107676
- Sponsor Address: 723 WEST F STREET, OAKDALE, CA, 95361
- Plan Type: DC
- Total Participants: 4
- Total Assets: $260,253
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. |
|---|
| 2023 | 4 | $260,253 | $0 | $0 |
| 2022 | 4 | $243,504 | $0 | $0 |