Jacob Heglund Realty LLC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Jacob Heglund Realty LLC
  • Sponsor EIN: 274080218
  • Sponsor Address: 545 ADA DR SE, ADA, MI, 49301
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$26,070$46,000
20233$453,886$48,109$22,500
20223$333,933$57,288$20,500

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