Plan Snapshot
- Plan Sponsor: Charles Wilson, INC.
- Sponsor EIN: 680552801
- Sponsor Address: 711 W BAY AREA BLVD STE 233, WEBSTAR, TX, 77598
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 3 | $1.0M | $6,268 | $56,314 |
| 2023 | 3 | $878,063 | $8,985 | $106,741 |
| 2022 | 3 | $734,954 | $10,581 | $60,721 |