Plan Snapshot
- Plan Sponsor: Parker Kline Finance & Investment
- Sponsor EIN: 474023295
- Sponsor Address: 100 E STREET, SUITE 101, SANTA ROSA, CA, 95404
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $2.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $2.5M | $110,575 | $70,970 |
| 2023 | 4 | $1.6M | $68,627 | $56,970 |
| 2022 | 5 | $1.2M | $60,478 | $54,835 |