Plan Snapshot
- Plan Sponsor: Leung, Louie, Ip & Co., LLP
- Sponsor EIN: 271571682
- Sponsor Address: 2515 OCEAN AVENUE, SAN FRANCISCO, CA, 94132
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $3.1M
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 | 15 | $3.1M | $242,063 | $197,519 |
| 2023 | 13 | $2.2M | $221,595 | $172,150 |
| 2022 | 13 | $1.5M | $75,056 | $172,375 |