Plan Snapshot
- Plan Sponsor: William L. Wong, Cpa & Associates, INC.
- Sponsor EIN: 990212383
- Sponsor Address: 75-5591 PALANI RD STE 3008, KAILUA KONA, HI, 967403633
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $5.7M | $150,361 | $107,207 |
| 2023 | 10 | $4.8M | $0 | $95,752 |
| 2022 | 18 | $4.2M | $94,911 | $79,400 |