Plan Snapshot
- Plan Sponsor: Take Control INC.
- Sponsor EIN: 272564622
- Sponsor Address: 12011 HIDDEN VIEW DR, SAN ANGELO, TX, 76904
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 5 | $1.5M | $77,553 | $61,301 |
| 2023 | 6 | $1.3M | $15,320 | $52,500 |
| 2022 | 6 | $888,389 | $14,085 | $47,500 |
| 2020 | 4 | $746,381 | $13,639 | $45,500 |
| 2019 | 4 | $537,364 | $8,660 | $44,000 |