Plan Snapshot
- Plan Sponsor: Sorensen, Vance & Company, P.C.
- Sponsor EIN: 870439430
- Sponsor Address: 3115 E. LION LANE, SUITE 220, SALT LAKE CITY, UT, 84121
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $5.5M
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. |
|---|
| 2024 | 14 | $5.5M | $75,712 | $96,667 |
| 2023 | 16 | $6.5M | $250,775 | $108,812 |
| 2022 | 14 | $5.6M | $75,894 | $179,026 |