Plan Snapshot
- Plan Sponsor: David A. Waltz
- Sponsor EIN: 351844976
- Sponsor Address: 101 PLAZA EAST BLVD, EVANSVILLE, IN, 47716
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.4M
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 | 3 | $1.4M | $22,949 | $24,201 |
| 2023 | 3 | $1.3M | $45,930 | $34,030 |
| 2022 | 3 | $1.1M | $43,972 | $27,876 |