Wsdd Cpas, Ltd. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wsdd Cpas, Ltd.
  • Sponsor EIN: 362996439
  • Sponsor Address: 303 W MADISON, CHICAGO, IL, 60606
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $7.9M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$7.9M$42,400$214,672
202311$6.5M$45,068$239,735
202213$9.7M$45,932$237,372

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