Miller Davies & Ito Accountancy 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Miller Davies & Ito Accountancy
  • Sponsor EIN: 834686004
  • Sponsor Address: 1320 E SHAW AVE., STE 167, FRESNO, CA, 93710
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $179,027

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.
20245$179,027$0$48,000
20235$114,576$0$38,032
20226$69,983$0$32,862

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