Plan Snapshot
- Plan Sponsor: Thomas S. Whealdon
- Sponsor EIN: 911216526
- Sponsor Address: 6549 NEW BROOKLYN RD., BAINBRIDGE ISLAND, WA, 98110
- Plan Type: DB
- Total Participants: 5
- Total Assets: $990,919
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 | 5 | $990,919 | $89,461 | $0 |
| 2023 | 3 | $876,966 | $87,939 | $0 |
| 2022 | 4 | $780,867 | $200,000 | $0 |