Penick Village, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Penick Village, INC.
  • Sponsor EIN: 560729010
  • Sponsor Address: 500 E. RHODE ISLAND AVE., SOUTHERN PINES, NC, 28387
  • Plan Type: 403(b)
  • Plan Number: 002
  • Total Participants: 252
  • Total Assets: $3.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023252$3.9M$105,841$301,497
2022239$3.9M$90,417$259,882

Similar Plans