# William L. Wong, Cpa & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/william-l-wong-cpa-assoc-inc-401k-plan

> William L. Wong, Cpa & Associates, INC.'s 401(k) plan: 10 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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