Hinkle Shanor LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hinkle Shanor LLP
  • Sponsor EIN: 850209352
  • Sponsor Address: PO BOX 10, ROSWELL, NM, 88202
  • Plan Type: 401(k)
  • Total Participants: 70
  • Total Assets: $41.6M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202470$41.6M$950,000$819,905
202369$40.4M$1.1M$847,980
202280$40.5M$550,000$847,536

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