WALES INVESTMENTS, INC. CASH BALANCE PLAN

[ EIN: 03-0471709 | Plan No. 002 ]

The WALES INVESTMENTS, INC. CASH BALANCE PLAN plan, sponsored by WALES INVESTMENTS, INC., is listed in Form 5500 data as a Defined Benefit plan. The filing reports 1 participants and total assets of $2,938 for plan year 2017.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: WALES INVESTMENTS, INC.

Location: 2055 JUNCTION AVENUE, SUITE 100, SAN JOSE, CA 95131

EIN: 030471709

Plan Number: 002

Plan Year: 2017

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 1

Total Assets: $2,938

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