# Jonathan Willoughby PLC 401(k) Plan
Source: https://planprovider.pro/companies/jonathan-willoughby-plc-401k-plan

> Jonathan Willoughby PLC's 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jonathan Willoughby PLC

- **Sponsor EIN:** 383572839

- **Sponsor Address:** 8051 MOORSBRIDGE RD, PORTAGE, MI, 49024

- **Plan Type:** 401(k)

- **Total Participants:** 3

- **Total Assets:** $1.8M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3|$1.8M|$119|$2,508|

| 2023|3|$1.7M|$39,970|$62,600|

| 2022|3|$1.5M|$39,534|$56,600|

## Similar Plans

- [Zamler, Mellen & Shiffman, P.C.](https://planprovider.pro/companies/zamler-mellen-shiffman-p-c-plan-001) — 3 participants

- [Zamler, Mellen & Shiffman, P.C.](https://planprovider.pro/companies/zamler-mellen-shiffman-p-c-plan) — 3 participants

- [Provizer & Phillips, P.C.](https://planprovider.pro/companies/provizer-phillips-p-c-401k-plan) — 3 participants

- [Saph & Saph, P.C.](https://planprovider.pro/companies/saph-saph-p-c-plan) — 3 participants

- [Lebenbom & Rothman, P.C.](https://planprovider.pro/companies/lebenbom-rothman-p-c-plan) — 3 participants

- [Ackerman & Ackerman, P.C.](https://planprovider.pro/companies/ackerman-ackerman-p-c-plan) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jonathan-willoughby-plc-401k-plan)

© 2026 PlanProvider.Pro