The Eisenberg Group, A.C., Cpas 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Eisenberg Group, A.C., Cpas
  • Sponsor EIN: 330306596
  • Sponsor Address: 2260 AVENIDA DE LA PLAYA, LA JOLLA, CA, 92037
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $1.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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.
20244$1.0M$20,158$21,759
20235$813,222$37,228$28,978
20224$724,477$23,186$41,983

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