Plan Snapshot
- Plan Sponsor: Pennsylvania Capital Mgmt INC
- Sponsor EIN: 232815817
- Sponsor Address: 1841 HUNTINGDON PIKE, HUNTINGDON VALLEY, PA, 190067712
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $4.5M
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 | 10 | $4.5M | $189,913 | $165,677 |
| 2023 | 11 | $4.8M | $192,281 | $168,448 |
| 2022 | 11 | $3.4M | $154,937 | $155,423 |