Bill Wilson Center 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bill Wilson Center
  • Sponsor EIN: 942221849
  • Sponsor Address: 3490 THE ALAMEDA, SANTA CLARA, CA, 950504333
  • Plan Type: 401(k)
  • Plan Number: 003
  • Total Participants: 312
  • Total Assets: $10.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023312$10.1M$314,402$461,290
2022219$8.8M$434,356$293,088

Similar Plans