Steinberg & Steinberg, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Steinberg & Steinberg, INC.
  • Sponsor EIN: 271054213
  • Sponsor Address: C/O SWARTZ CO 200 W WASHINGTON, FAIRFIELD, IA, 52556
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $411,608

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.
20243$411,608$0$0
20233$362,489$0$0
20223$311,406$0$74,500

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