Wheeler Park LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wheeler Park LLC
  • Sponsor EIN: 540967125
  • Sponsor Address: 20317 DAWSON MILL PLACE, LEESBURG, VA, 20175
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $634,347

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$634,347$21,928$66,531
20239$744,581$12,797$35,388

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