Leo Koenig, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Leo Koenig, INC.
  • Sponsor EIN: 113468877
  • Sponsor Address: 958 MADISON AVENUE -- FLOOR 3, NEW YORK, NY, 10021
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $428,617

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$428,617$29,488$25,380
20233$404,032$35,792$26,530
20223$261,234$33,279$24,154

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