Sierra Summit Investments INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sierra Summit Investments INC
  • Sponsor EIN: 851938882
  • Sponsor Address: 11115 PALISADES DR, TRUCKEE, CA, 96161
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $980

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$980$0$46,000
20238$191,976$8,065$41,761
20225$553,523$3,763$7,236

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