Plan Snapshot
- Plan Sponsor: United Equity, INC.
- Sponsor EIN: 341403360
- Sponsor Address: P. O. BOX 398, DELPHOS, OH, 45833
- Plan Type: 401(k)
- Total Participants: 36
- Total Assets: $1.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 36 | $1.9M | $48,723 | $96,690 |
| 2023 | 30 | $1.6M | $54,696 | $94,608 |
| 2022 | 26 | $1.4M | $51,060 | $88,098 |