Perry, Johnson, Anderson, Miller & Moskowitz LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Perry, Johnson, Anderson, Miller & Moskowitz LLP
  • Sponsor EIN: 943281889
  • Sponsor Address: 438 FIRST STREET, 4TH FLOOR, SANTA ROSA, CA, 95401
  • Plan Type: 401(k)
  • Total Participants: 57
  • Total Assets: $15.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
202457$15.9M$435,000$622,342
202350$13.3M$417,279$491,444
202253$10.7M$370,000$492,772

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