Applewood Controls, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Applewood Controls, INC.
  • Sponsor EIN: 020371535
  • Sponsor Address: 13 GROTON-HARVARD RD, AYER, MA, 01432
  • Plan Type: 401(k)
  • Total Participants: 21
  • Total Assets: $5.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202421$5.4M$110,360$204,429
202321$4.8M$163,853$197,657
202217$3.8M$123,897$180,490

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