# David A. Waltz 401(k) Plan
Source: https://planprovider.pro/companies/david-a-waltz-plan

> David A. Waltz's 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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