Plan Snapshot
- Plan Sponsor: Wallace Montgomery & Associates, LLP
- Sponsor EIN: 521051946
- Sponsor Address: 10150 YORK ROAD, SUITE 200, HUNT VALLEY, MD, 21030
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 231
- Total Assets: $0
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 | 231 | $0 | $0 | $0 |
| 2023 | 192 | $0 | $724,199 | $498,503 |
| 2022 | 126 | $509,132 | $1.8M | $433,601 |
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