Charles C. Theriot 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Charles C. Theriot
  • Sponsor EIN: 721171523
  • Sponsor Address: 306 GRINAGE STREET, HOUMA, LA, 703604528
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $994,151

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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.
20241$994,151$0$0
20231$979,673$3,780$2,473
20223$1.7M$50,217$34,057

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