Terry Moore, Ccim, INC. DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Terry Moore, Ccim, INC.
  • Sponsor EIN: 330773804
  • Sponsor Address: 5643 STRESEMANN ST, SAN DIEGO, CA, 92122
  • Plan Type: DB
  • Total Participants: 0
  • Total Assets: $0

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20250$0$0$0
20242$719,027$0$0
20232$719,027$0$0
20223$1.1M$0$0

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