Nanney & Son, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Nanney & Son, INC.
  • Sponsor EIN: 630905818
  • Sponsor Address: 205 E. AIR DEPOT ROAD, GLENCOE, AL, 359051001
  • Plan Type: 401(k)
  • Total Participants: 16
  • Total Assets: $2.4M

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.
202416$2.4M$32,417$94,582
202316$2.6M$44,017$110,191
202215$2.2M$39,495$100,231

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