Plan Snapshot
- Plan Sponsor: Loberg & Loberrg
- Sponsor EIN: 475575982
- Sponsor Address: 359 W MAIN ST, ELLSWORTH, WI, 540115087
- Plan Type: DC
- Total Participants: 9
- Total Assets: $4.3M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 9 | $4.3M | $145,081 | $0 |
| 2024 | 9 | $3.8M | $127,165 | $0 |
| 2023 | 9 | $3.1M | $126,177 | $0 |
| 2022 | 8 | $2.5M | $130,107 | $0 |