Plan Snapshot
- Plan Sponsor: James Wantz Accountancy Corp.
- Sponsor EIN: 953282589
- Sponsor Address: 301 FOREST AVENUE, LAGUNA BEACH, CA, 926512115
- Plan Type: DC
- Total Participants: 2
- Total Assets: $931,465
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. |
|---|
| 2025 | 2 | $931,465 | $0 | $0 |
| 2024 | 2 | $835,816 | $0 | $0 |
| 2023 | 3 | $752,855 | $0 | $0 |
| 2022 | 3 | $704,561 | $0 | $0 |