Watts And Hershberger, PC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Watts And Hershberger, PC
  • Sponsor EIN: 470671374
  • Sponsor Address: 5555 SOUTH STREET, LINCOLN, NE, 68506
  • Plan Type: 401(k)
  • Total Participants: 15
  • Total Assets: $2.0M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202415$2.0M$63,558$133,289
202317$2.8M$63,078$123,130
202215$2.3M$63,562$128,921

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