Plan Snapshot
- Plan Sponsor: Westermann Sheehy Samaan & Gillespie, LLP
- Sponsor EIN: 113440989
- Sponsor Address: 90 MERRICK AVENUE, EAST MEADOW, NY, 11554
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 35
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 35 | $9.1M | $115,194 | $304,064 |
| 2023 | 21 | $7.9M | $120,000 | $278,102 |
| 2022 | 19 | $6.7M | $120,000 | $291,980 |
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