Joe Funk Construction, INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Joe Funk Construction, INC.
  • Sponsor EIN: 751219070
  • Sponsor Address: 11226 INDIAN TRAIL, DALLAS, TX, 75229
  • Plan Type: 401(k)
  • Total Participants: 9
  • Total Assets: $1.8M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20239$1.8M$0$42,087
20229$1.8M$0$42,087

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