Eberle Family Agency, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Eberle Family Agency, INC.
  • Sponsor EIN: 870824732
  • Sponsor Address: 648 1ST NEW HAMPSHIRE TURNPIKE, NORTHWOOD, NH, 03261
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $285,080

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$285,080$5,241$760
20231$273,821$0$0
20221$268,813$0$0

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