Koehler Instrument Company, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Koehler Instrument Company, INC.
  • Sponsor EIN: 111672633
  • Sponsor Address: 1595 SYCAMORE AVENUE, BOHEMIA, NY, 11716
  • Plan Type: 401(k)
  • Total Participants: 37
  • Total Assets: $14.1M

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.
202437$14.1M$212,024$452,080
202342$11.9M$241,327$488,972
202243$9.9M$194,882$426,759

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