Plan Snapshot
- Plan Sponsor: The Wilson Bohannan Company
- Sponsor EIN: 314130940
- Sponsor Address: 621 BUCKEYE STREET, MARION, OH, 43302
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $6.9M
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 | 39 | $6.9M | $72,986 | $231,960 |
| 2023 | 29 | $6.2M | $72,187 | $235,868 |
| 2022 | 31 | $6.0M | $69,932 | $251,629 |