Jeffrey Zohner, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jeffrey Zohner, LLC
  • Sponsor EIN: 261554846
  • Sponsor Address: 121 ST LUKES CTR DRIVE 401, CHESTERFIELD, MO, 630173509
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $450,112

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$450,112$2,597$66,982
20233$355,454$2,543$68,194
20223$277,486$2,451$60,964

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