Kimberly Tom 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Kimberly Tom
  • Sponsor EIN: 943204488
  • Sponsor Address: 4193 24TH STREET, SAN FRANCISCO, CA, 94114
  • Plan Type: 403(b)
  • Total Participants: 0
  • Total Assets: $1.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$1.2M$0$0
20232$793,117$0$0
20222$784,503$0$0

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