Plan Snapshot
- Plan Sponsor: Stephenson & Company, INC.
- Sponsor EIN: 811124741
- Sponsor Address: 241 AVENIDA DEL MAR, SAN CLEMENTE, CA, 92672
- Plan Type: DC
- Total Participants: 5
- Total Assets: $2.0M
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. |
|---|
| 2025 | 5 | $2.0M | $109,341 | $0 |
| 2024 | 4 | $1.7M | $94,119 | $0 |
| 2023 | 4 | $1.4M | $117,223 | $0 |
| 2022 | 4 | $1.3M | $80,238 | $0 |