Plan Snapshot
- Plan Sponsor: O'Mara Financial, INC.
- Sponsor EIN: 161427457
- Sponsor Address: 237 MAIN STREET, SUITE 600, BUFFALO, NY, 14203
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.9M
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. |
|---|
| 2024 | 3 | $1.9M | $6,555 | $0 |
| 2023 | 3 | $1.5M | $11,895 | $0 |
| 2022 | 3 | $1.2M | $6,386 | $27,000 |