Plan Snapshot
- Plan Sponsor: First Exchange Bank
- Sponsor EIN: 550170680
- Sponsor Address: 1 HERITAGE WAY, WHITE HALL, WV, 26554
- Plan Type: 401(k)
- Total Participants: 53
- Total Assets: $7.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 53 | $7.8M | $136,886 | $236,393 |
| 2023 | 56 | $7.3M | $148,870 | $204,382 |
| 2022 | 49 | $7.3M | $121,850 | $183,287 |