Perkins & Associates, Cpas 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Perkins & Associates, Cpas
  • Sponsor EIN: 271154884
  • Sponsor Address: 101 E. HUNTINGTON DRIVE, SUITE 1A, MONROVIA, CA, 91016
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $1.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20233$1.2M$53,263$45,063
20223$953,542$53,673$40,311

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