Elk Lake Resort & Marina, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Elk Lake Resort & Marina, INC.
  • Sponsor EIN: 462223534
  • Sponsor Address: 22460 CALGARY DR, BEND, OR, 97702
  • Plan Type: 401(k)
  • Total Participants: 17
  • Total Assets: $1.6M

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.
202417$1.6M$0$0
202313$270,006$10,674$14,919
202214$554,078$8,800$18,187
202111$588,121$8,677$17,946
202011$664,567$8,380$14,735

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