Plan Snapshot
- Plan Sponsor: W Steven Heise
- Sponsor EIN: 330886344
- Sponsor Address: 1425 W FOOTHILL BLVD. SUITE 300, UPLAND, CA, 91786
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5
- Total Assets: $83,124
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $83,124 | $0 | $15,018 |
| 2023 | 3 | $2.5M | $250,000 | $0 |
| 2022 | 5 | $40,212 | $0 | $21,277 |
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