Davis Family Enterprises, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Davis Family Enterprises, INC.
  • Sponsor EIN: 825428576
  • Sponsor Address: N10399 LAKESIDE ROAD, TREGO, WI, 54888
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $618,289

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.
20243$618,289$0$0
20232$557,839$0$0
20222$504,008$0$0

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