Plan Snapshot
- Plan Sponsor: Conley Wealth Planning And Consulting, INC.
- Sponsor EIN: 470964520
- Sponsor Address: 3997 ST RT 522, WHEELERSBURG, OH, 45694
- Plan Type: DC
- Total Participants: 1
- Total Assets: $145,155
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 | 1 | $145,155 | $0 | $0 |
| 2023 | 1 | $145,294 | $0 | $0 |
| 2022 | 1 | $145,338 | $0 | $0 |