Six Smith Family, INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Six Smith Family, INC.
  • Sponsor EIN: 770561883
  • Sponsor Address: 2535 W. HILLCREST DR. SUITE 230, NEWBURY PARK, CA, 91320
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$0$227,353
202377$8.4M$1,263$291,470
202281$7.5M$0$254,299

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