Saticoy Lemon Association 401(k) Plan: Login, Facts & Contact Information
Saticoy Lemon Association 401(k) Login
83 former Saticoy Lemon Association employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Saticoy Lemon Association 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jun 25, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.51 million went into the plan in contributions, $658,207 of it from the employer (44%).
- $1.41 million was paid out to participants.
- Investment and other income added $1.80 million.
- Administrative expenses were $59,949, about $191 per account.
How the Saticoy Lemon Association 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 348 | $14.8 million | $528,744 | $870,936 |
| 2020 | 367 | $16.7 million | $556,531 | $1.00 million |
| 2021 | 372 | $18.5 million | $638,225 | $981,340 |
| 2022 | 331 | $15.8 million | $683,009 | $1.42 million |
| 2023 | 307 | $18.1 million | $613,605 | $1.24 million |
| 2024 | 346 | $20.0 million | $658,207 | $1.41 million |
Saticoy Lemon Association 401(k) Contact Information
Questions about the Saticoy Lemon Association 401(k)
Does Saticoy Lemon Association contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $658,207, 44% of all contributions.
Does the Saticoy Lemon Association 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Saticoy Lemon Association 401(k) plan?
346 participants at the start of plan year 2024, 232 of them active employees, and 83 former employees who still had money in the plan.
What is the average 401(k) balance at Saticoy Lemon Association?
About $63,594 per account: $20.0 million in plan assets across 314 accounts with a balance at the end of plan year 2024.
Who manages the Saticoy Lemon Association 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Saticoy Lemon Association. How do I access my 401(k)?
Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.