Plan Snapshot
- Plan Sponsor: Mhtb Accountancy Group Of Silicon Valley
- Sponsor EIN: 942188070
- Sponsor Address: 1655 WILLOW ST, SAN JOSE, CA, 951255107
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 23 | $7.1M | $0 | $207,467 |
| 2023 | 22 | $6.6M | $96,450 | $262,995 |
| 2022 | 19 | $5.4M | $0 | $231,470 |
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