Kurt Schlagel DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Kurt Schlagel
  • Sponsor EIN: 851785814
  • Sponsor Address: 986 FARM HOUSE RD, GRAND JUNCTION, CO, 815059305
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $275,000

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.
20241$275,000$0$0
20231$275,000$0$0
20221$286,000$0$0
20211$286,000$0$0

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