Sean H Moshiri & Associates An Accountancy Corporation DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sean H Moshiri & Associates An Accountancy Corporation
  • Sponsor EIN: 954683143
  • Sponsor Address: 9301 WILSHIRE BLVD STE 612, BEVERLY HILLS, CA, 90210
  • Plan Type: DB
  • Total Participants: 3
  • Total Assets: $5.5M

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.
20243$5.5M$0$0
20233$5.1M$0$0
20223$4.9M$1,000$0

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