# Ng Wealth Advisors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ng-wealth-advisors-inc-plan

> Ng Wealth Advisors, INC.'s 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ng Wealth Advisors, INC.

- **Sponsor EIN:** 814873059

- **Sponsor Address:** 15 KNICKERBOCKER LN, ORINDA, CA, 945633717

- **Plan Type:** 401(k)

- **Total Participants:** 7

- **Total Assets:** $7.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|7|$7.6M|$59,729|$84,000|

| 2023|5|$6.1M|$15,229|$151,915|

| 2022|4|$4.9M|$13,750|$201,250|

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