Plan Snapshot
- Plan Sponsor: Stone & Associates, Cpas, LLC
- Sponsor EIN: 261439796
- Sponsor Address: 1 CENTERPOINTE DR STE 130, LAKE OSWEGO, OR, 970358638
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $2.1M
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. |
|---|
| 2024 | 2 | $2.1M | $23,203 | $39,860 |
| 2023 | 4 | $1.8M | $33,208 | $39,293 |
| 2022 | 4 | $1.5M | $38,009 | $39,278 |