Sockolov & Sockolov A Professional Corporation 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sockolov & Sockolov A Professional Corporation
  • Sponsor EIN: 204009444
  • Sponsor Address: 1 SCRIPPS DRIVE SUITE 202, SACRAMENTO, CA, 95825
  • Plan Type: 401(k)
  • Total Participants: 28
  • Total Assets: $6.9M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202428$6.9M$150,000$40,989
202326$6.1M$180,000$13,700
202222$5.3M$200,000$26,467

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