Elm Tree Investments And Property Management INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Elm Tree Investments And Property Management INC.
  • Sponsor EIN: 874063236
  • Sponsor Address: 2344 S SPRING HILL CT, GODDARD, KS, 67052
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $400,631

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.
20251$400,631$0$0
20241$400,631$0$0
20231$387,714$0$0
20221$457,718$0$0