Tulita Monsees 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Tulita Monsees
  • Sponsor EIN: 680307773
  • Sponsor Address: 3735 CINCINNATI AVE, ROCKLIN, CA, 95765
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $140,457

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.
20244$140,457$23,900$0
20234$111,120$34,468$0
20225$1.2M$87,288$0

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