The Kase Group 401(k) Plan

Form 5500 filing data for plan year 2022.

Plan Snapshot

  • Plan Sponsor: The Kase Group
  • Sponsor EIN: 205991461
  • Sponsor Address: 15 DRAYTON RD., HILLSBOROUGH, CA, 94010
  • Plan Type: 401(k)
  • 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.
20230$0$20,250$0
20223$1.8M$97,674$41,000

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