Walter Jew Cpa PC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Walter Jew Cpa PC
  • Sponsor EIN: 203952390
  • Sponsor Address: 20510 ADDENBROOK WAY, GAITHERSBURG, MD, 20879
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $2.4M

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.
20252$2.4M$46,500$31,000
20242$2.2M$46,000$30,500
20232$1.9M$43,500$30,000
20222$1.5M$40,500$27,000

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