Plan Snapshot
- Plan Sponsor: Morey Cpa & Associates, INC.
- Sponsor EIN: 463562990
- Sponsor Address: 665 CAMINO DE LOS MARES, SUITE 306, SAN CLEMENTE, CA, 92673
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $837,443
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 | 8 | $837,443 | $30,161 | $55,381 |
| 2023 | 7 | $643,486 | $25,792 | $45,981 |
| 2022 | 5 | $524,269 | $21,263 | $47,728 |