# The Bank Of Charlotte County 401(k) Plan
Source: https://planprovider.pro/companies/the-bank-of-charlotte-county-401k-plan

> The Bank Of Charlotte County's 401(k) plan: 47 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Bank Of Charlotte County

- **Sponsor EIN:** 540132880

- **Sponsor Address:** P.O. BOX 336, PHENIX, VA, 23959

- **Plan Type:** 401(k)

- **Total Participants:** 47

- **Total Assets:** $9.1M

## 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|47|$9.1M|$254,804|$185,698|

| 2023|45|$7.9M|$226,968|$169,242|

| 2022|41|$7.2M|$218,920|$173,402|

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