Integral Bookkeeping, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Integral Bookkeeping, INC.
  • Sponsor EIN: 834072814
  • Sponsor Address: 14631 83RD STREET NE, OTSEGO, MN, 55330
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $131,214

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.
20244$131,214$3,601$10,692
20234$100,159$3,378$4,829
20222$64,213$1,574$2,027
20212$46,233$562$692
20202$47,306$538$404

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