Touma Watson Whaling & Coury, P.C. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Touma Watson Whaling & Coury, P.C.
  • Sponsor EIN: 382894221
  • Sponsor Address: 316 MCMORRAN BLVD., PORT HURON, MI, 48060
  • Plan Type: 401(k)
  • Total Participants: 8
  • Total Assets: $5.7M

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.
20248$5.7M$0$78,520
20239$5.7M$0$108,165
20229$4.8M$0$106,740

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