Ronald D Calkins Cpa PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ronald D Calkins Cpa PC
  • Sponsor EIN: 930770712
  • Sponsor Address: 165 BOURBON STREET, ROSEBURG, OR, 97470
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $706,526

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.
20242$706,526$25,000$0
20232$662,144$10,500$0
20222$496,215$16,000$0

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