Omalley & Associates Sales LLC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Omalley & Associates Sales LLC
  • Sponsor EIN: 263548554
  • Sponsor Address: 532 W ZION PL, CHANDLER, AZ, 85248
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$9,626$17,219
20233$709,810$9,421$82,500
20223$577,922$62,709$57,227

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