Plan Snapshot
- Plan Sponsor: Boen & Associates, INC.
- Sponsor EIN: 460308304
- Sponsor Address: 7119 S LYNCREST PL, SIOUX FALLS, SD, 57108
- Plan Type: 401(k)
- Total Participants: 34
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 34 | $6.9M | $116,306 | $245,431 |
| 2023 | 32 | $5.8M | $107,883 | $243,899 |
| 2022 | 36 | $5.2M | $106,148 | $251,994 |