Wm. J. Shaffer Assoc., INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wm. J. Shaffer Assoc., INC.
  • Sponsor EIN: 310844131
  • Sponsor Address: PO BOX 1386, COLUMBUS, OH, 43216
  • Plan Type: DC
  • Total Participants: 6
  • Total Assets: $6.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$6.4M$231,677$0
20236$6.4M$231,677$0
20228$6.0M$320,965$0

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