Walker Jones, PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Walker Jones, PC
  • Sponsor EIN: 541072172
  • Sponsor Address: 31 WINCHESTER STREET, WARRENTON, VA, 201862896
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 21
  • Total Assets: $7.0M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202521$7.0M$83,491$190,297
202420$5.9M$75,314$174,195
202321$5.4M$60,978$132,078
202224$4.7M$68,413$163,170

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