Manchester Financial, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Manchester Financial, INC.
  • Sponsor EIN: 954281964
  • Sponsor Address: 2815 TOWNSGATE ROAD SUITE 100, WESTLAKE VILLAGE, CA, 91361
  • Plan Type: 401(k)
  • Total Participants: 18
  • Total Assets: $2.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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.
202418$2.7M$99,000$152,789
202317$2.1M$51,000$112,293
202218$1.8M$54,000$138,981

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