Stacey & Funyak 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Stacey & Funyak
  • Sponsor EIN: 810488899
  • Sponsor Address: PO BOX 1139, BILLINGS, MT, 59103
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $5.8M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20257$5.8M$109,839$73,550
20246$5.0M$104,944$67,000
20236$4.5M$94,824$66,000
20226$4.4M$83,652$37,500

Similar Plans