Stacey A. Bardfield Co., INC. 401(K) Profit Shar 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Stacey A. Bardfield Co., INC. 401(K) Profit Shar
  • Sponsor EIN: 770045292
  • Sponsor Address: 1914 MERIDIAN BOULEVARD, MAMMOTH LAKES, CA, 93546
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $16.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20252$16.8M$39,000$31,000
20242$16.8M$39,000$31,000
20232$14.2M$8,750$30,000
20222$11.3M$43,500$30,000

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