Plan Snapshot
- Plan Sponsor: Richard E. Jackson, An Accountancy Corporation
- Sponsor EIN: 330264862
- Sponsor Address: 4910 CAMPUS DRIVE, NEWPORT BEACH, CA, 92660
- Plan Type: DC
- Total Participants: 1
- Total Assets: $1.6M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 1 | $1.6M | $73,500 | $81,000 |
| 2022 | 3 | $1.8M | $69,000 | $73,500 |