Estes Enterprises, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Estes Enterprises, INC.
  • Sponsor EIN: 203121306
  • Sponsor Address: 461 E WONDER VIEW AVE, ESTES PARK, CO, 805179647
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 2
  • Total Assets: $2,023

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.
20252$2,023$0$0
20234$598,318$2,112$2,112
20229$1.0M$0$0
202112$801,435$0$0
20209$668,206$0$0

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