Hathaway & Kunz, LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hathaway & Kunz, LLP
  • Sponsor EIN: 814724046
  • Sponsor Address: 2515 WARREN AVENUE, SUITE 500, CHEYENNE, WY, 82001
  • Plan Type: 401(k)
  • Total Participants: 21
  • Total Assets: $4.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202421$4.7M$67,436$210,418
202318$5.0M$49,011$175,643
202214$3.5M$47,302$179,962

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