# Jeffrey Y Wong DC Plan
Source: https://planprovider.pro/companies/jeffrey-y-wong-plan

> Jeffrey Y Wong's DC plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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