Mah & Associates, LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mah & Associates, LLP
  • Sponsor EIN: 943342694
  • Sponsor Address: 601 MONTGOMERY STREET, SUITE 800, SAN FRANCISCO, CA, 94111
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $14.3M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$14.3M$138,732$170,803
20239$12.4M$140,277$163,875
20229$10.4M$121,472$158,164

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