Plan Snapshot
- Plan Sponsor: W. Steven Heise
- Sponsor EIN: 330886344
- Sponsor Address: 942 WEST FOOTHILL BLVD., SUITE A, UPLAND, CA, 91786
- Plan Type: DC
- Total Participants: 3
- Total Assets: $2.3M
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 | 3 | $2.3M | $90,000 | $0 |
| 2023 | 3 | $2.5M | $250,000 | $0 |
| 2022 | 3 | $2.3M | $300,000 | $0 |