Plan Snapshot
- Plan Sponsor: Richard S. Calone, INC. A Professional Law Corporation
- Sponsor EIN: 680234527
- Sponsor Address: 1810 GRAND CANAL BOULEVARD, STOCKTON, CA, 95207
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 14 | $3.4M | $146,981 | $125,528 |
| 2023 | 14 | $2.8M | $134,354 | $141,475 |
| 2022 | 16 | $2.2M | $120,702 | $133,100 |