Engelhart, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Engelhart, INC.
  • Sponsor EIN: 391173475
  • Sponsor Address: 1589 GREENWAY CROSS, MADISON, WI, 537133112
  • Plan Type: 401(k)
  • Total Participants: 32
  • Total Assets: $1.6M

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.
202432$1.6M$13,971$105,919
202336$2.1M$14,668$95,832
202236$1.8M$15,347$103,719

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