Plan Snapshot
- Plan Sponsor: Sorensen & Escoto, Cpas, INC.
- Sponsor EIN: 460622248
- Sponsor Address: 885 CALIFORNIA DR., BURLINGAME, CA, 94010
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.3M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $1.3M | $14,003 | $65,526 |
| 2023 | 4 | $1.2M | $13,920 | $63,235 |
| 2022 | 3 | $1.1M | $12,800 | $55,200 |