Unger Consulting INC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Unger Consulting INC
  • Sponsor EIN: 472379940
  • Sponsor Address: 107 NORTH REINO ROAD SUITE 269, NEWBURY PARK, CA, 913203710
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$0$0
20231$446,086$8,201$30,000
20221$360,480$27,000$0

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