Threlkel & Company DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Threlkel & Company
  • Sponsor EIN: 954362657
  • Sponsor Address: 7944 LASAINE AVE., NORTHRIDGE, CA, 91325
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 1
  • Total Assets: $377,414

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.
20231$377,414$0$0
20221$1.1M$30,000$0

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