Koberstein Holdings, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Koberstein Holdings, INC.
  • Sponsor EIN: 464269767
  • Sponsor Address: 12600 WARRICK COUNTY LINE ROAD, EVANSVILLE, IN, 47725
  • Plan Type: DC
  • Total Participants: 22
  • Total Assets: $13.9M

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.
202422$13.9M$44,216$0
202321$10.6M$44,216$0
202217$8.3M$44,216$0

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