Mary Anne Payne, Cpa DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mary Anne Payne, Cpa
  • Sponsor EIN: 943293642
  • Sponsor Address: 1900 SO NORFOLK ST SUITE 350, SAN MATEO, CA, 94403
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $1.4M

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.
20242$1.4M$0$0
20232$1.1M$0$0
20222$926,849$0$0

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