Law Offices Of Sam X.J. Wu Apc 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Law Offices Of Sam X.J. Wu Apc
  • Sponsor EIN: 371541042
  • Sponsor Address: 9633 NORBROOK DRIVE, RANCHO CUCAMONGA, CA, 91737
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $5.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$5.7M$12,024$53,500
20233$5.7M$56,222$52,500
20224$4.8M$15,406$47,500

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