Plan Snapshot
- Plan Sponsor: Benjamin W. Wong & Associates
- Sponsor EIN: 202183084
- Sponsor Address: 7011 KOLL CENTER PARKWAY, SUITE 260, PLEASANTON, CA, 94566
- Plan Type: DB
- Total Participants: 4
- Total Assets: $3.9M
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 | $3.9M | $100,000 | $0 |
| 2023 | 4 | $3.5M | $600 | $0 |
| 2022 | 3 | $3.3M | $173,752 | $0 |