Plan Snapshot
- Plan Sponsor: Efs Wealth Management INC
- Sponsor EIN: 810942868
- Sponsor Address: 5764 SUNNYBROOK DR, SIOUX CITY, IA, 511064256
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 6
- Total Assets: $492,855
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 6 | $492,855 | $0 | $0 |
| 2024 | 6 | $476,906 | $0 | $0 |
| 2023 | 6 | $2.5M | $166,567 | $0 |
| 2022 | 7 | $2.5M | $30,000 | $0 |