Haynes Beffel & Wolfeld LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Haynes Beffel & Wolfeld LLP
  • Sponsor EIN: 943321504
  • Sponsor Address: POB 366, HALF MOON BAY, CA, 94019
  • Plan Type: 401(k)
  • Total Participants: 19
  • Total Assets: $14.4M

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.
202419$14.4M$81,777$123,876
202319$14.6M$257,950$162,001
202219$12.5M$287,623$166,192

Similar Plans