Plan Snapshot
- Plan Sponsor: Jeffrey Y Wong
- Sponsor EIN: 943106786
- Sponsor Address: 17423 OAK CANYON PL, CASTRO VALLEY, CA, 945461369
- Plan Type: DC
- Total Participants: 2
- Total Assets: $2.8M
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 | 2 | $2.8M | $13,558 | $13,255 |
| 2023 | 3 | $2.2M | $12,415 | $16,426 |
| 2022 | 3 | $1.8M | $13,335 | $15,373 |