Plan Snapshot
- Plan Sponsor: Wiener Financial Management
- Sponsor EIN: 521680032
- Sponsor Address: 12276 GREENLEAF AVENUE, POTOMAC, MD, 20854
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $267 | $3,093 | $32,500 |
| 2022 | 2 | $1.7M | $45,500 | $33,000 |