Plan Snapshot
- Plan Sponsor: Parkshore Wealth Management
- Sponsor EIN: 263011938
- Sponsor Address: 5940 GRANITE LAKE DRIVE, GRANITE BAY, CA, 95746
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 8
- Total Assets: $5.9M
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. |
|---|
| 2025 | 8 | $5.9M | $0 | $0 |
| 2024 | 7 | $3.9M | $119,804 | $80,800 |
| 2023 | 6 | $3.3M | $110,672 | $78,050 |
| 2022 | 7 | $2.8M | $76,685 | $74,900 |