The Anacott Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: The Anacott Group, INC.
  • Sponsor EIN: 203655044
  • Sponsor Address: 1326 MADONNA ROAD, SAN LUIS OBISPO, CA, 93405
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $2.2M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20255$2.2M$10,619$70,500
20243$2.0M$16,579$115,000
20235$1.8M$12,029$74,250
20225$1.6M$24,912$109,000

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