Pickrel, Schaeffer & Ebeling Co Lpa 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Pickrel, Schaeffer & Ebeling Co Lpa
  • Sponsor EIN: 311081039
  • Sponsor Address: 40 N. MAIN ST., STE. 2700, DAYTON, OH, 45423
  • Plan Type: 401(k)
  • Total Participants: 36
  • Total Assets: $11.7M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202436$11.7M$83,351$348,026
202339$10.5M$82,349$217,123
202227$10.3M$76,067$254,336

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