W.D. Campbell & Son, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: W.D. Campbell & Son, INC.
  • Sponsor EIN: 540159670
  • Sponsor Address: PO BOX 677, LYNCHBURG, VA, 245050677
  • Plan Type: 401(k)
  • Total Participants: 45
  • Total Assets: $26.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202445$26.5M$987,158$307,753
202341$23.7M$854,002$288,010
202239$22.9M$380,820$295,078

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