Skinner Fouch & Olson LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Skinner Fouch & Olson LLP
  • Sponsor EIN: 201484966
  • Sponsor Address: 38 DISCOVERY, SUITE 250, IRVINE, CA, 92618
  • Plan Type: 401(k)
  • Total Participants: 35
  • Total Assets: $9.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202435$9.7M$539,407$402,083
202337$8.0M$457,904$397,956
202228$6.7M$382,767$310,237

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