Manzanita Private Investment Corporation 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Manzanita Private Investment Corporation
  • Sponsor EIN: 853394263
  • Sponsor Address: 539 W COMMERCE ST PMB 5841, DALLAS, TX, 752081953
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $1.9M

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.
20255$1.9M$232,500$132,500
20245$1.6M$230,000$130,000
20235$1.2M$217,500$127,500
20225$880,000$202,500$102,500

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