Plan Snapshot
- Plan Sponsor: Wimberly & Lawson PC
- Sponsor EIN: 581916219
- Sponsor Address: 3400 PEACHTREE RD NE STE 400, ATLANTA, GA, 303261107
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $11.7M
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. |
|---|
| 2023 | 14 | $11.7M | $275,537 | $177,884 |
| 2022 | 17 | $10.3M | $230,364 | $200,590 |