Hoeppner Wagner And Evans LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hoeppner Wagner And Evans LLP
  • Sponsor EIN: 351380768
  • Sponsor Address: 103 EAST LINCOLN WAY, VALPARAISO, IN, 46383
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $5.4M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$5.4M$15,392$181,082
202311$6.0M$40,111$207,750
202222$5.4M$80,559$239,193

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