Plan Snapshot
- Plan Sponsor: Robin Sue Kaiserman
- Sponsor EIN: 061432974
- Sponsor Address: 5021 N. CAMINO SUMO, TUCSON, AZ, 85718
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $1.5M | $37,366 | $30,500 |
| 2023 | 2 | $1.7M | $57,142 | $30,000 |
| 2022 | 3 | $1.7M | $51,874 | $27,000 |