Michael D. Waks DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Michael D. Waks
  • Sponsor EIN: 330106581
  • Sponsor Address: ONE WORLD TRADE CENTER, SUITE 800, LONG BEACH, CA, 90831
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $1.3M

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.
20242$1.3M$81,399$0
20232$1.1M$75,636$0
20222$988,406$64,169$0

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