Mcelroy, Quirk & Burch (Apc) 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mcelroy, Quirk & Burch (Apc)
  • Sponsor EIN: 721086674
  • Sponsor Address: 800 KIRBY STREET, LAKE CHARLES, LA, 706015312
  • Plan Type: 401(k)
  • Total Participants: 38
  • Total Assets: $7.1M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202438$7.1M$186,099$307,564
202332$8.9M$181,060$295,608
202229$7.6M$160,246$230,850

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