Sopo Asset Management, INC. DB Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Sopo Asset Management, INC.
  • Sponsor EIN: 271518560
  • Sponsor Address: 1590-D ROSECRANS AVE. PMB #259, MANHATTAN BEACH, CA, 90266
  • Plan Type: DB
  • Total Participants: 5
  • Total Assets: $903,971

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.
20235$903,971$59,159$0
20225$874,924$45,446$0

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