Sally A. Herald Accountancy Corporation DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sally A. Herald Accountancy Corporation
  • Sponsor EIN: 454598289
  • Sponsor Address: 1929 20TH STREET, BAKERSFIELD, CA, 93301
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $746,050

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$746,050$42,351$0
20231$678,093$40,050$0
20221$578,964$37,500$0

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