Parkwood Management, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Parkwood Management, INC.
  • Sponsor EIN: 261818274
  • Sponsor Address: 3775 STATE HIGHWAY 42, FISH CREEK, WI, 54212
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $1.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$1.7M$11,598$21,397
20237$1.7M$24,192$19,423
20226$1.8M$9,320$41,300
20216$1.7M$7,876$45,521
20206$1.4M$4,780$12,092

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