Plan Snapshot
- Plan Sponsor: Alan D. Wallace, Esq.
- Sponsor EIN: 954725567
- Sponsor Address: 14011 VENTURA BLVD.,, SHERMAN OAKS, CA, 91423
- Plan Type: DB
- Total Participants: 4
- Total Assets: $5.9M
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 | 4 | $5.9M | $0 | $0 |
| 2023 | 4 | $5.3M | $0 | $0 |
| 2022 | 5 | $4.8M | $0 | $0 |