# W G Shaheen & Associates Ltd 401(k) Plan
Source: https://planprovider.pro/companies/w-g-shaheen-associates-ltd-plan

> W G Shaheen & Associates Ltd's 401(k) plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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