Powell LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Powell LLC
  • Sponsor EIN: 834300611
  • Sponsor Address: 19 N. COURT STREET, SUITE 201, FREDERICK, MD, 21701
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $1.1M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$1.1M$15,252$43,200
20233$966,153$19,953$37,800
20223$1.0M$20,120$36,950

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