# Morey Cpa & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/morey-cpa-associates-inc-401k-plan

> Morey Cpa & Associates, INC.'s 401(k) plan: 8 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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