Plan Snapshot
- Plan Sponsor: Colby & Company, PLC
- Sponsor EIN: 541391989
- Sponsor Address: 2121 OLD GREENBRIER ROAD, CHESAPEAKE, VA, 23320
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 9
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 9 | $3.0M | $30,484 | $101,620 |
| 2023 | 9 | $2.5M | $32,287 | $105,027 |
| 2022 | 10 | $2.1M | $29,595 | $94,550 |
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