Charles M Phillips 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Charles M Phillips
  • Sponsor EIN: 204003279
  • Sponsor Address: 169 EDGEWATER BEACH ROAD, WASHINGTON, NC, 27889
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $214,248

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$214,248$0$0
20231$187,733$0$0
20221$185,960$0$0

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