Poitevint Financial, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Poitevint Financial, INC.
  • Sponsor EIN: 834159269
  • Sponsor Address: 6330 MIDTOWNE LANE NW, HUNTSVILLE, AL, 35806
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $532,466

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20254$532,466$54,092$58,334
20243$330,841$44,504$56,735
20233$215,445$30,500$56,500
20222$116,820$29,000$39,000

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