Austin & Austin, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Austin & Austin, INC.
  • Sponsor EIN: 371778093
  • Sponsor Address: 648 STEPHENS ST, WALKERTON, IN, 46574
  • Plan Type: 401(k)
  • Total Participants: 19
  • Total Assets: $1.5M

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.
202419$1.5M$23,000$60,071
202315$953,006$0$45,040
202217$1.0M$0$11,048
202111$501,064$2,000$10,240
202011$417,801$2,136$10,049

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