Plan Snapshot
- Plan Sponsor: The Stephenson Company
- Sponsor EIN: 680141313
- Sponsor Address: 1220 DIAMOND WAY, SUITE 260, CONCORD, CA, 94520
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1
- Total Assets: $346,542
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $346,542 | $0 | $0 |
| 2023 | 1 | $317,101 | $0 | $0 |
| 2022 | 1 | $599,726 | $7,310 | $29,393 |
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