Ws Weiss Cpa PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ws Weiss Cpa PC
  • Sponsor EIN: 260049946
  • Sponsor Address: 809 W. RIORDAN RD, FLAGSTAFF, AZ, 860010812
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $510,804

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$510,804$11,635$39,481
20234$425,222$21,471$37,814
20224$366,741$20,058$35,753

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