Ebert Appraisal Service, Incorporated 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ebert Appraisal Service, Incorporated
  • Sponsor EIN: 841484078
  • Sponsor Address: P.O. BOX 388, BRECKENRIDGE, CO, 80443
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $4.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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.
20242$4.9M$26,250$30,500
20233$4.6M$15,000$30,000
20223$4.9M$40,000$36,833

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