Plan Snapshot
- Plan Sponsor: O5 Enterprises
- Sponsor EIN: 823403995
- Sponsor Address: 12424 KINGSPINE AVENUE, SAN DIEGO, CA, 92131
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $46,125
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $46,125 | $0 | $3,400 |
| 2023 | 3 | $46,125 | $0 | $3,400 |
| 2022 | 3 | $30,679 | $1,908 | $600 |
| 2021 | 2 | $58,726 | $1,011 | $1,950 |
| 2020 | 2 | $189,918 | $926 | $1,275 |