Plan Snapshot
- Plan Sponsor: Beachwood Adventures, INC.
- Sponsor EIN: 843370106
- Sponsor Address: 11217 PINE VALLEY CLUB, CHARLOTTE, NC, 28277
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $1.1M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $1.1M | $42,400 | $46,706 |
| 2023 | 7 | $1.0M | $81,872 | $42,420 |
| 2022 | 5 | $868,776 | $0 | $40,000 |