My Solo 4o1k Financial LLC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: My Solo 4o1k Financial LLC
  • Sponsor EIN: 472866442
  • Sponsor Address: PO BOX 231010, ENCINITAS, CA, 920231010
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $236,163

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20235$236,163$11,191$77,191
20225$99,882$5,050$66,050

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