Plan Snapshot
- Plan Sponsor: Monte Stott And Associates INC
- Sponsor EIN: 943359707
- Sponsor Address: PO BOX 190093, SAN FRANCISCO, CA, 94119
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $1.5M | $48,518 | $1,000 |
| 2023 | 4 | $1.4M | $50,141 | $0 |
| 2022 | 4 | $1.4M | $43,220 | $0 |