Plan Snapshot
- Plan Sponsor: Wilson Salamoff LLP
- Sponsor EIN: 843495957
- Sponsor Address: 1 POLARIS WAY STE 110, ALISO VIEJO, CA, 926565358
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $742,851
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 | 7 | $742,851 | $27,074 | $23,620 |
| 2023 | 7 | $601,392 | $30,189 | $30,147 |
| 2022 | 7 | $2.5M | $6,406 | $23,010 |