Plan Snapshot
- Plan Sponsor: Boehm, Kurtz & Lowry
- Sponsor EIN: 311300681
- Sponsor Address: 425 WALNUT STREET, SUITE 2400, CINCINNATI, OH, 45202
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 6 | $12.3M | $0 | $0 |
| 2024 | 6 | $10.0M | $165,501 | $90,383 |
| 2023 | 6 | $8.6M | $169,783 | $122,041 |
| 2022 | 6 | $7.6M | $166,781 | $123,330 |