Plan Snapshot
- Plan Sponsor: William T Mccallum Cpa
- Sponsor EIN: 133103658
- Sponsor Address: 14 YANKEE HILL RD, WESTPORT, CT, 068806529
- Plan Type: DC
- Total Participants: 6
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 6 | $5.5M | $34,167 | $121,400 |
| 2023 | 6 | $4.1M | $34,933 | $120,300 |
| 2022 | 6 | $2.7M | $31,599 | $114,300 |