Ronald J. Mix, A Sole Proprietorship DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ronald J. Mix, A Sole Proprietorship
  • Sponsor EIN: 264739804
  • Sponsor Address: 2317 CAMINITO RECODO, SAN DIEGO, CA, 92107
  • Plan Type: DB
  • Total Participants: 1
  • Total Assets: $597,966

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.
20241$597,966$0$0
20231$472,143$0$0
20221$458,031$0$0

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