Plan Snapshot
- Plan Sponsor: W G Shaheen & Associates Ltd
- Sponsor EIN: 161577084
- Sponsor Address: 1164 APPIAN DR, WEBSTER, NY, 145808403
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 12 | $2.8M | $72,454 | $235,650 |
| 2023 | 12 | $2.3M | $67,843 | $231,879 |
| 2022 | 12 | $1.6M | $62,756 | $204,407 |