Plan Snapshot
- Plan Sponsor: Stephen Lee Olson
- Sponsor EIN: 263106157
- Sponsor Address: 3350 SCOTT BLVD BLDG 10, SANTA CLARA, CA, 950543116
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $1.5M | $4,816 | $12,039 |
| 2023 | 4 | $895,710 | $39,077 | $29,184 |
| 2022 | 2 | $569,932 | $14,066 | $30,832 |