Pease & Sons, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Pease & Sons, INC.
  • Sponsor EIN: 910730594
  • Sponsor Address: 609 YELM AVE W #5, YELM, WA, 98597
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 21
  • Total Assets: $7.8M

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.
202521$7.8M$0$0
202411$8.1M$0$94,259
202312$8.8M$0$146,170
202220$8.0M$43,656$159,166

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