# Owens, Moskowitz And Associates, INC., Certified Public Accountants 401(k) Plan
Source: https://planprovider.pro/companies/owens-moskowitz-and-associates-inc-certified-public-accountants-plan

> Owens, Moskowitz And Associates, INC., Certified Public Accountants's 401(k) plan: 9 participants, plan year 2025 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2025.

## 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|

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