Laurelmont Management Group In 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Laurelmont Management Group In
  • Sponsor EIN: 272537955
  • Sponsor Address: 144 S BEVERLY DR STE 304, BEVERLY HILLS, CA, 902123056
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $150,556

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$150,556$7,187$39,750
20232$92,359$2,300$5,750
20222$71,936$8,720$20,500

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