Plan Snapshot
- Plan Sponsor: O'Brien, Tomchak & Co., Chartered
- Sponsor EIN: 820332706
- Sponsor Address: 432 SHOUP AVENUE, IDAHO FALLS, ID, 834050858
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $618,625
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 6 | $618,625 | $30,470 | $19,775 |
| 2024 | 6 | $618,625 | $30,470 | $19,775 |
| 2023 | 4 | $962,995 | $26,321 | $24,430 |
| 2022 | 5 | $825,947 | $26,107 | $37,092 |