Westerly View INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Westerly View INC
  • Sponsor EIN: 813193392
  • Sponsor Address: 5204 KINGSWAY, ANACORTES, WA, 98221
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $176,618

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.
20246$176,618$4,579$4,840
20235$83,953$4,609$4,840
20224$156,447$4,854$6,284

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