Powis Parker, INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Powis Parker, INC.
  • Sponsor EIN: 943181586
  • Sponsor Address: 2929 5TH STREET, BERKELEY, CA, 94710
  • Plan Type: 401(k)
  • Total Participants: 45
  • Total Assets: $2.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202345$2.7M$0$45,363
202250$2.3M$0$58,636

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