Plan Snapshot
- Plan Sponsor: Sb Paulson Group
- Sponsor EIN: 810709055
- Sponsor Address: 1731 HOWE AVE, SACRAMENTO, CA, 95825
- Plan Type: DC
- Total Participants: 24
- Total Assets: $161,158
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 24 | $161,158 | $0 | $0 |
| 2024 | 27 | $271,041 | $0 | $0 |
| 2023 | 23 | $218,545 | $0 | $0 |
| 2022 | 14 | $49,524 | $0 | $0 |