John A. Jurgiel & Associates, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: John A. Jurgiel & Associates, INC.
  • Sponsor EIN: 431131146
  • Sponsor Address: 123 NORTH MAIN STREET, ST. CHARLES, MO, 63301
  • Plan Type: DC
  • Total Participants: 15
  • Total Assets: $3.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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.
202415$3.5M$61,745$96,846
202314$2.9M$47,047$80,270
20228$2.4M$53,717$84,316

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