Summit At Palisades Highlands 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Summit At Palisades Highlands
  • Sponsor EIN: 954239244
  • Sponsor Address: 6442 PLATT AVE PMB 1833, WEST HILLS, CA, 91307
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $116,629

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$116,629$11,834$31,538
20234$48,959$2,777$32,688
202210$11,814$0$11,783

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