Plan Snapshot
- Plan Sponsor: Wong Johnson & Associates Apc
- Sponsor EIN: 460507972
- Sponsor Address: 43460 RIDGE PARK DRIVE, TEMECULA, CA, 925905518
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $542,648
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 1 | $542,648 | $43,500 | $32,000 |
| 2023 | 1 | $389,035 | $34,500 | $12,500 |
| 2022 | 1 | $244,926 | $42,500 | $14,500 |