Plan Snapshot
- Plan Sponsor: W Brent Thomas PLLC
- Sponsor EIN: 844464937
- Sponsor Address: 10632 E KIVA AVE, MESA, AZ, 852091578
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $587,898
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $587,898 | $14,161 | $54,351 |
| 2024 | 2 | $436,849 | $45,062 | $53,500 |
| 2023 | 2 | $255,212 | $32,250 | $49,000 |
| 2022 | 2 | $119,880 | $20,792 | $47,021 |