Kramer Accountancy Corporation 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Kramer Accountancy Corporation
  • Sponsor EIN: 954440887
  • Sponsor Address: 101 S. TOPANGA CANYON BLVD, TOPANGA, CA, 902903852
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $2.5M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20255$2.5M$10,661$70,358
20244$2.1M$10,050$67,233
20235$1.7M$14,067$66,694
20225$1.4M$27,744$60,662

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