Plan Snapshot
- Plan Sponsor: The Kocen Financial Group, INC.
- Sponsor EIN: 330454048
- Sponsor Address: 35-900 BOB HOPE DRIVE, SUITE 202, RANCHO MIRAGE, CA, 92270
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6
- Total Assets: $194,458
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. |
|---|
| 2025 | 6 | $194,458 | $0 | $0 |
| 2024 | 4 | $151,651 | $9,451 | $0 |
| 2023 | 4 | $189,816 | $10,655 | $4,000 |
| 2022 | 3 | $152,611 | $6,360 | $2,000 |
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