The Charles Town H.B.P.A Health Benefit Plan 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: The Charles Town H.B.P.A Health Benefit Plan
  • Sponsor EIN: 550726448
  • Sponsor Address: P.O. BOX 581, CHARLES TOWN, WV, 254140581
  • Plan Type: 401(k)
  • Plan Number: 501
  • Total Participants: 85
  • Total Assets: $1.0M

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.
202585$1.0M$0$0
202487$1.1M$142,461$0
202391$1.2M$164,319$0
202283$1.2M$178,729$0

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