Pine Lake Investments, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Pine Lake Investments, INC.
  • Sponsor EIN: 371871170
  • Sponsor Address: 719 MIDDLE STREET, BRISTOL, CT, 06010
  • Plan Type: 401(k)
  • Total Participants: 9
  • Total Assets: $3.7M

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.
20249$3.7M$38,028$92,088
20239$3.2M$34,724$84,393
20229$3.5M$33,790$82,469

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