# Parkshore Wealth Management 401(k) Plan
Source: https://planprovider.pro/companies/parkshore-wealth-management-263011938-001

> Parkshore Wealth Management's 401(k) plan: 8 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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