Plan Snapshot
- Plan Sponsor: Winter Park National Bank
- Sponsor EIN: 821914784
- Sponsor Address: 201 N. NEW YORK AVE, WINTER PARK, FL, 32789
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 32
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 32 | $8.5M | $0 | $0 |
| 2024 | 28 | $6.9M | $200,000 | $0 |
| 2023 | 28 | $5.4M | $200,010 | $0 |
| 2022 | 23 | $4.8M | $200,010 | $0 |
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