Plan Snapshot
- Plan Sponsor: Summit Financial Advisors INC.
- Sponsor EIN: 421754719
- Sponsor Address: 307 POPLAR VALLEY RD., BLAIRSDEN, CA, 96103
- Plan Type: DC
- Total Participants: 2
- Total Assets: $537,274
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | $537,274 | $0 | $0 |
| 2023 | 3 | $552,249 | $0 | $0 |
| 2022 | 2 | $467,362 | $0 | $0 |