Sommerville-Wilson, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sommerville-Wilson, INC.
  • Sponsor EIN: 411971376
  • Sponsor Address: 6407 WELCOME AVE. N, BROOKLYN PARK, MN, 55429
  • Plan Type: DC
  • Total Participants: 30
  • Total Assets: $5.2M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202430$5.2M$97,947$0
202333$4.7M$40,455$0
202236$3.9M$89,839$0

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