Plan Snapshot
- Plan Sponsor: Lisa Ng Kato, Cpa, INC.
- Sponsor EIN: 990306290
- Sponsor Address: 1188 BISHOP ST., STE. 2405, HONOLULU, HI, 96813
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $4.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $4.0M | $69,456 | $63,800 |
| 2023 | 7 | $3.5M | $70,959 | $63,300 |
| 2022 | 6 | $2.9M | $64,837 | $58,300 |