Plan Snapshot
- Plan Sponsor: Stephen Demaine C.P.A.
- Sponsor EIN: 330509446
- Sponsor Address: P.O. BOX 301268, ESCONDIDO, CA, 920301268
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $2.0M | $18,227 | $31,000 |
| 2024 | 2 | $1.9M | $33,000 | $30,500 |
| 2023 | 2 | $1.6M | $29,500 | $35,426 |
| 2022 | 2 | $1.4M | $33,400 | $44,683 |