Plan Snapshot
- Plan Sponsor: Benjamin W. Wong & Associates
- Sponsor EIN: 202183084
- Sponsor Address: 7011 KOLL CENTER PARKWAY, PLEASANTON, CA, 94566
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4
- Total Assets: $11.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $11.1M | $45,000 | $137,500 |
| 2023 | 4 | $9.8M | $0 | $77,214 |
| 2022 | 3 | $10.3M | $16,722 | $67,400 |
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