Plan Snapshot
- Plan Sponsor: Chase & Walls, PLLC
- Sponsor EIN: 275066903
- Sponsor Address: P.O. BOX 726, ABILENE, TX, 796040726
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 9 | $3.1M | $9,060 | $42,500 |
| 2023 | 9 | $2.9M | $41,644 | $54,400 |
| 2022 | 6 | $2.7M | $46,100 | $56,400 |