Plan Snapshot
- Plan Sponsor: Waler & Waler Cpas PA
- Sponsor EIN: 592760678
- Sponsor Address: PO BOX 4497, ST AUGUSTINE, FL, 320854497
- Plan Type: DC
- Total Participants: 6
- Total Assets: $1.6M
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. |
|---|
| 2025 | 6 | $1.6M | $20,000 | $0 |
| 2024 | 3 | $1.4M | $20,000 | $0 |
| 2023 | 5 | $1.2M | $20,334 | $0 |
| 2022 | 5 | $925,835 | $20,000 | $0 |