Dahl & Groezinger DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Dahl & Groezinger
  • Sponsor EIN: 610608053
  • Sponsor Address: PO BOX 926, OWENSBORO, KY, 42302
  • Plan Type: DC
  • Total Participants: 18
  • Total Assets: $9.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
202418$9.0M$62,525$0
202318$8.4M$78,645$0
202217$7.5M$302,277$0