Plan Snapshot
- Plan Sponsor: Sorensen & Edwards, P.S.
- Sponsor EIN: 911490139
- Sponsor Address: PO BOX 50101, BELLEVUE, WA, 980150101
- Plan Type: DC
- Total Participants: 1
- Total Assets: $2.3M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $2.3M | $77,500 | $0 |
| 2024 | 1 | $1.7M | $46,500 | $30,500 |
| 2023 | 1 | $1.4M | $43,500 | $30,000 |
| 2022 | 1 | $1.2M | $40,500 | $27,000 |