Plan Snapshot
- Plan Sponsor: Omalley & Associates Sales LLC
- Sponsor EIN: 263548554
- Sponsor Address: 532 W ZION PL, CHANDLER, AZ, 85248
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3
- Total Assets: $709,810
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 3 | $709,810 | $9,421 | $82,500 |
| 2022 | 3 | $577,922 | $62,709 | $57,227 |