# Charlevoix State Bank 401(k) Plan
Source: https://planprovider.pro/companies/charlevoix-state-bank-401k-plan

> Charlevoix State Bank's 401(k) plan: 43 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Charlevoix State Bank

- **Sponsor EIN:** 383188669

- **Sponsor Address:** 111 STATE ST, CHARLEVOIX, MI, 49720

- **Plan Type:** 401(k)

- **Total Participants:** 43

- **Total Assets:** $4.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|43|$4.8M|$60,889|$146,190|

| 2023|33|$3.9M|$116,254|$141,695|

| 2022|31|$3.7M|$104,074|$143,407|

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