# Charles Wilson, INC. 401(k) Plan
Source: https://planprovider.pro/companies/charles-wilson-inc-401k-plan

> Charles Wilson, INC.'s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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