# West Coast Financial Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/west-coast-financial-group-inc-401k-plan

> West Coast Financial Group, INC.'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:** 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|

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