Frances Longstreth Wallace 201 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Frances Longstreth Wallace 201
  • Sponsor EIN: 814502945
  • Sponsor Address: 2 93RD ST, STONE HARBOR, NJ, 082472026
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $94,893

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$94,893$0$4,707
20231$67,515$0$28,847
20221$45,243$0$0

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