Plan Snapshot
- Plan Sponsor: Owens, Moskowitz And Associates, INC., Certified Public Accountants
- Sponsor EIN: 330244756
- Sponsor Address: 27792 EL LAZO, LAGUNA NIGUEL, CA, 92677
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 9 | $3.8M | $48,417 | $80,508 |
| 2024 | 9 | $3.8M | $48,417 | $80,508 |
| 2023 | 8 | $3.4M | $49,804 | $19,363 |
| 2022 | 12 | $2.8M | $86,459 | $17,956 |