# The Poca Valley Bankshares, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-poca-valley-bankshares-inc-401k-plan

> The Poca Valley Bankshares, INC.'s 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Poca Valley Bankshares, INC.

- **Sponsor EIN:** 550727130

- **Sponsor Address:** PO BOX 56, WALTON, WV, 25286

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

- **Total Participants:** 130

- **Total Assets:** $15.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|130|$15.2M|$397,493|$544,348|

| 2023|130|$13.5M|$403,819|$561,533|

| 2022|120|$11.2M|$316,997|$528,235|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| YOUNT HYDE & BARBOUR P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [YOUNT HYDE & BARBOUR P.C.](https://planprovider.pro/provider/yount-hyde-and-barbour-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|-$2,658|—|—|—|—|

| 2023|-$6,943|—|—|—|—|

| 2022|$434|—|—|—|$434|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-poca-valley-bankshares-inc-401k-plan)

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