Plan Snapshot
- Plan Sponsor: Wm. G. Uhl Agency, INC.
- Sponsor EIN: 310824983
- Sponsor Address: 7755 PARAGON ROAD, DAYTON, OH, 45459
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 13 | $3.0M | $88,041 | $130,629 |
| 2023 | 13 | $2.6M | $109,784 | $118,189 |
| 2022 | 11 | $1.9M | $36,122 | $78,217 |