Curt G. Joa, INC. Health & Welfare Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Curt G. Joa, INC.
  • Sponsor EIN: 390376520
  • Sponsor Address: PO BOX 903, SHEBOYGAN FALLS, WI, 53085
  • Plan Type: Health & Welfare
  • Plan Number: 506
  • Total Participants: 107
  • Total Assets: $4.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024107$4.3M$0$69,033
2023100$4.4M$0$29,954
202298$4.2M$0$64,705

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