Webb Investment Services INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Webb Investment Services INC
  • Sponsor EIN: 561920406
  • Sponsor Address: 28 COVEWOOD RD, ASHEVILLE, NC, 28805
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $955,301

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$955,301$2,018$33,742
20235$956,215$15,918$54,435
20224$916,892$72,072$43,531

Similar Plans