# Wm. G. Uhl Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wm-g-uhl-agency-inc-plan

> Wm. G. Uhl Agency, INC.'s 401(k) plan: 13 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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