Plan Snapshot
- Plan Sponsor: Olga R Jones
- Sponsor EIN: 261703606
- Sponsor Address: 1212 N MONTGOMERY ST, OJAI, CA, 930231961
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $2.6M | $0 | $0 |
| 2024 | 3 | $2.0M | $67,187 | $54,273 |
| 2023 | 3 | $1.1M | $52,831 | $49,741 |
| 2022 | 2 | $635,281 | $47,252 | $44,731 |
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