Linda Rogers & Associates, INC. DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Linda Rogers & Associates, INC.
  • Sponsor EIN: 680445516
  • Sponsor Address: 92 TWIN BUTTES DR., FOLSOM, CA, 95630
  • Plan Type: DC
  • Total Participants: 17
  • Total Assets: $305,729

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202317$305,729$0$0
202216$239,122$0$3,730

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