# William T Mccallum Cpa DC Plan
Source: https://planprovider.pro/companies/william-t-mccallum-cpa-plan

> William T Mccallum Cpa's DC plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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