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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 1 | $214,248 | $0 | $0 |
| 2023 | 1 | $187,733 | $0 | $0 |
| 2022 | 1 | $185,960 | $0 | $0 |