Plan Snapshot
- Plan Sponsor: Toma & Associates, INC.
- Sponsor EIN: 260426937
- Sponsor Address: 41 SUMMIT ST., JACKSON, CA, 95642
- Plan Type: DC
- Total Participants: 6
- Total Assets: $957,182
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $957,182 | $9,757 | $25,659 |
| 2023 | 6 | $845,809 | $0 | $22,931 |
| 2022 | 4 | $728,727 | $0 | $18,450 |