Lark Partners, INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Lark Partners, INC.
  • Sponsor EIN: 821324399
  • Sponsor Address: 548 MARKET ST., SUITE 67851, SAN FRANCISCO, CA, 94104
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $300,940

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231$300,940$0$17,938
202217$1.3M$0$77,061

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