Plan Snapshot
- Plan Sponsor: West Coast Financial Group, INC.
- Sponsor EIN: 592608981
- Sponsor Address: 16241 N FLORIDA AVE, LUTZ, FL, 335496130
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | $4.1M | $25,451 | $134,242 |
| 2023 | 13 | $3.6M | $23,942 | $135,474 |
| 2022 | 12 | $3.0M | $24,546 | $121,479 |