Massey Wehr And Company LLP DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Massey Wehr And Company LLP
  • Sponsor EIN: 330886231
  • Sponsor Address: 7814 IVANHOE AVENUE, LA JOLLA, CA, 92037
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $3.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$3.0M$69,116$61,000
20233$2.1M$127,616$0
20223$2.0M$139,536$0

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