Plan Snapshot
- Plan Sponsor: Sozo Capital, INC.
- Sponsor EIN: 850717170
- Sponsor Address: 7038 CENTRE GROVE DR., HOUSTON, TX, 77069
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $826,125
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $826,125 | $45,000 | $60,000 |
| 2023 | 2 | $670,559 | $26,250 | $52,500 |
| 2022 | 2 | $463,840 | $160 | $0 |