Plan Snapshot
- Plan Sponsor: Lisa Leung Insurance Agency, INC.
- Sponsor EIN: 202243217
- Sponsor Address: 1512 VIA DEL REY, SOUTH PASADENA, CA, 910304215
- Plan Type: DC
- Plan Number: 001
- Total Participants: 3
- Total Assets: $630,856
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. |
|---|
| 2025 | 3 | $630,856 | $0 | $0 |
| 2024 | 3 | $531,152 | $12,683 | $0 |
| 2023 | 3 | $438,542 | $12,683 | $0 |
| 2022 | 3 | $367,344 | $12,683 | $0 |