Lyle, Walker & Company, P.A. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Lyle, Walker & Company, P.A.
  • Sponsor EIN: 640744038
  • Sponsor Address: P. O. BOX 2596, RIDGELAND, MS, 391582596
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 14
  • Total Assets: $1.6M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202514$1.6M$0$0
202416$2.5M$43,342$76,948
202311$2.1M$47,797$88,742
202212$1.7M$42,131$84,988

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