Plan Snapshot
- Plan Sponsor: Matthew S. Kennedy, A Prof Law Cor
- Sponsor EIN: 200549144
- Sponsor Address: 988 GOLDENROD LANE, SAN LUIS OBISPO, CA, 93401
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $1.7M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $1.7M | $5,162 | $0 |
| 2024 | 2 | $1.6M | $73,146 | $53,826 |
| 2023 | 2 | $1.4M | $43,089 | $14,267 |
| 2022 | 2 | $1.2M | $41,024 | $53,500 |