Plan Snapshot
- Plan Sponsor: Oldson'S Plumbing, Heating & Air Conditioning, INC. Employee Stock Own
- Sponsor EIN: 421020699
- Sponsor Address: 114 N COMMERCIAL AVE, EAGLE GROVE, IA, 50533
- Plan Type: DC
- Plan Number: 001
- Total Participants: 12
- Total Assets: $3.0M
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 | 12 | $3.0M | $0 | $0 |
| 2024 | 9 | $2.6M | $192,214 | $0 |
| 2023 | 9 | $2.1M | $103,091 | $0 |
| 2022 | 8 | $1.9M | $98,120 | $0 |