Plan Snapshot
- Plan Sponsor: Kohls & Walker Insurance Agency Profit Sharing Plan
- Sponsor EIN: 330494736
- Sponsor Address: 9151 ATLANTA AVE UNIT 5490, HUNTINGTON BEACH, CA, 926152420
- Plan Type: DC
- Total Participants: 3
- Total Assets: $203,825
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. |
|---|
| 2024 | 3 | $203,825 | $0 | $0 |
| 2023 | 3 | $189,845 | $0 | $0 |
| 2022 | 3 | $147,277 | $0 | $0 |