Peckler, Kolling & Woodul, LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Peckler, Kolling & Woodul, LLP
  • Sponsor EIN: 943088782
  • Sponsor Address: 450 SUTTER STREET, SUITE 920, SAN FRANCISCO, CA, 941084206
  • Plan Type: 401(k)
  • Total Participants: 9
  • Total Assets: $5.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20249$5.8M$31,293$69,725
20239$5.8M$31,919$67,214
202210$5.6M$34,263$68,493

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