Plan Snapshot
- Plan Sponsor: Loftis & Wetzel Corporation
- Sponsor EIN: 043706424
- Sponsor Address: 115 WEST BLACKWELL AVENUE, BLACKWELL, OK, 74631
- Plan Type: 401(k)
- Total Participants: 50
- Total Assets: $5.2M
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 | 50 | $5.2M | $73,811 | $200,154 |
| 2023 | 35 | $4.4M | $70,675 | $178,883 |
| 2022 | 34 | $4.4M | $70,972 | $181,970 |