Plan Snapshot
- Plan Sponsor: James W. Buckley & Associates, INC.
- Sponsor EIN: 581383930
- Sponsor Address: P.O. BOX 727, SWAINSBORO, GA, 30427
- Plan Type: 401(k)
- Total Participants: 57
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 57 | $6.6M | $66,344 | $169,017 |
| 2023 | 57 | $5.9M | $60,296 | $188,694 |
| 2022 | 53 | $4.9M | $55,604 | $150,696 |