Clarke Whitney 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Clarke Whitney
  • Sponsor EIN: 911471050
  • Sponsor Address: 610 WARREN AVE, BREMERTON, WA, 983371553
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $2.5M

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.
202511$2.5M$18,240$70,616
20247$2.3M$20,166$73,791
20237$1.9M$17,509$71,646
20227$1.5M$17,474$64,912

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